‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs decelerating, earnings revisions deteriorating, and GDP growth contracted last quarter). The S&P 500 is still not priced for this backdrop, which we expect to continue. We’re in the midst of a hotter but shorter cycle in the US…The key implication here…
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
It can sometimes be a little confusing to the average investor when the media and financial market communities throw...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
