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Pantheon Macro: January’s Core CPI Was Hit By Spikes in Service Components…
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Merrill Lynch: Fighting Inflation
Seth Golden, , Research Reports, 0
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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J.P. Morgan: Add to risk as a lot of negativity is already priced in
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
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J.P. Morgan: Fighting The Fed’s Historically Losing Proposition
Seth Golden, , Research Reports, 0
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
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Weekly State of the Market: Fed Shifts Message on Inflation, Breadth Weakening
Seth Golden, , Research Reports, 0
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
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Weekly State of the Market: Key Investor Concerns
Seth Golden, , Research Reports, 0
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
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Fitbit App Download Results Misleading, But Bump To Share Price Warranted
Seth Golden, , Research Reports, 0
If you want a misleading headline to take a stock higher, the recent power rankings in the Apple (AAPL)...
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As H2 2021 Begins, There’s A Lot For The S&P 500 To Digest
Seth Golden, , Research Reports, 0
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
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