They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate (UR) risen? Yes! What they don’t emphasize, however, is the abnormally sustained low levels of UR for the last 2+ years. In other words, and akin to many economic metrics, the labor and employment data has been normalizing back to trend….
Over The Summer Months: Interim vs. Long-Term
A financial market resource for the every-day investor and trader.
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Morgan Stanley Biotechnology Team: Year-End Vaccine Probable
Seth Golden, , Research Reports, 0
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
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The Leuthold Group: A No Zweig-y Breeds Line In The Sand
Seth Golden, , Research Reports, 0
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
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Attempts to Renew The Uptrend Find Another Setback
Seth Golden, , Research Reports, 0
There was a great deal of concern for the manner in which the equity markets closed the week, 2...
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Merrill Lynch: 10 Reasons To Stay Long U.S. Equities
Seth Golden, , Research Reports, 0
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
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12-Month Recovery Roadmap
Seth Golden, , Research Reports, 0
The S&P 500 finished the month of June down -15%+ over the last 3 months and -20%+ over the...
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Chaos, Mayhem = Opportunity
Seth Golden, , Research Reports, 0
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
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J.P. Morgan: Bond rally is technical, not fundamental; stay UW bonds
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
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J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
Seth Golden, , Research Reports, 0
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...