Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In...
Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
MARKETS AND INVESTING: November 22, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Plentiful Jobs...
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
And oh what a week it was… if you went into the week under the impression that new S&P...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
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...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...
Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the...
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
I think the best way to describe the past trading week would be by using the word “funky”. NO,...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
Ahead of the opening bell on Friday, June 14, 2019, retail sales and industrial production data will be released....
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
