With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how much it will decelerate. We remain more concerned about growth than most and Friday’s consumer confidence number should not be overlooked in that regard. Correction remains incomplete. The CPI is old news. While last week’s inflation release got all the attention,…
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
