The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings and economic growth. Inventory builds are unlikely to offset if order books prove to be inflated as we suspect. Upgrading Staples and adding MDLZ to Fresh Money Buy List. Quality with a More Defensive Twist. Our mid-cycle transition narrative has been…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
The average length of the bear markets since WW II has been 16 months; the average length of the...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
Last Update: December 22, 2017 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
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