Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back on schedule next week. Stay tuned for this weekend’s weekly Research Report! Have a great trading week! With consensus now more in line with our bearish outlook, what’s the bull case? Outside of a peace agreement in Ukraine, it’s difficult to…
Morgan Stanley’s Weekly Warm-up: Is There a Bull Case? PMIs and Earnings Revisions Remain Our Focus
A financial market resource for the every-day investor and trader.
-
J.P. Morgan Equity Strategy Update Q1 2021
Seth Golden, , Research Reports, 0
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
-
Target’s 2017 Ends As 2018 Begins: Reviewing Results & Guidance
Seth Golden, , Research Reports, 0
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
-
Fundstrat Addressing the Incoming Data Ahead of Fed Day
Seth Golden, , Research Reports, 0
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
-
Bank of America: Shifting gears, but still going forward
Seth Golden, , Research Reports, 0
Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated...
-
History Doesn’t Always Repeat, But It Often Rhymes
Seth Golden, , Research Reports, 0
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
-
Weekly State of the Market: Fed Takes Your Time
Seth Golden, , Research Reports, 0
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
-
-
Morgan Stanley’s Weekly Warm-up: Inflation Data and Fed Is Yesterday’s News; Focus on Earnings Risk
Seth Golden, , Research Reports, 0
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00