Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic recoveries may prove a long journey for those who choose to sail the markets seas over the coming years. A resurgence of COVID-19 cases in Europe and the U.S. weighed on investor sentiment, as government officials across the pond began to…
The Ebbs & Flows of Markets Can Discombobulate Many
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Markets Look Beyond the Wall of Worry
Seth Golden, , Research Reports, 0
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
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Merrill Lynch: Monetary Tightening Full Speed Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
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Macy’s Q4 2017 Review And A Look Forward
Seth Golden, , Research Reports, 0
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
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Weekly State of the Market: Tis The Season-als
Seth Golden, , Research Reports, 0
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
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J.P. Morgan Raises Outlook
Seth Golden, , Research Reports, 0
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
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Risk/Reward Proposition Increasingly Questioned
Seth Golden, , Research Reports, 0
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
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Morgan Stanley’s Weekly Warm-up: Fire or Ice?
Seth Golden, , Research Reports, 0
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
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Weekly State of the Market: Overheated Markets And Opportunities
Seth Golden, , Research Reports, 0
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
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