In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread was “flashing a false signal,” and a U.S. recession would be avoided. But as the inversion deepened, Harvey abandoned that view, moving squarely into the recession camp. We respect his flexibility. Today, we have another economist casting doubt on her own…
The Leuthold Group: Putting The “Sahm Rule” To The Test
A financial market resource for the every-day investor and trader.
-
Worse Economy, Better Markets
Seth Golden, , Research Reports, 0
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
-
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)...
-
Q1 Earning Season Peaks This Week, Will S&P 500 Follow?
Seth Golden, , Research Reports, 0
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
-
Market Turbulence In New Year: The Signals That Be
Seth Golden, , Research Reports, 2
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
-
Onward and Upward in 2020?
Seth Golden, , Research Reports, 0
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
-
Morgan Stanley: Mid-Cycle Update
Seth Golden, , Research Reports, 0
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
-
Economy’s Resilience Is Believed By Few, Winds Of Change Are Blowing
Seth Golden, , Research Reports, 0
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
-
Technically Muddling Until Debt Ceiling
Seth Golden, , Research Reports, 0
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00