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…
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent...
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
