Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news that the Republicans are on course to regain full control of Congress. These include higher projections for the 10-year Treasury yield and the greenback. We have retained our predictions for the S&P 500, but have become less upbeat about the prospects…
Wall Street Looks Toward Trump 2.0 And Economic Data Ahead
A financial market resource for the every-day investor and trader.
-
Is A Bottom Retest Ahead?
Seth Golden, , Research Reports, 0
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
-
Fed Minutes, Key Gauges on the Economy & G-20 Set Up The Final Week of November
Seth Golden, , Research Reports, 0
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
-
Weekly Warm-up: Outlook Feedback and Consumer Update
Seth Golden, , Research Reports, 0
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
-
Permabull-ing And Super Oversold Conditions
Seth Golden, , Research Reports, 0
Merry Christmas🎄 investors/traders from around the globe 🌏 There are only 4-trading days left in 2024, 1 of which...
-
Short-Term Pain, Long-Term Gain
Seth Golden, , Research Reports, 0
Wall Street colloquialisms are rarely justified by data or proven a valid consideration. “Sell in May and Go Away”...
-
Macro-Concerns Dominate The Trading Week As Volatility Takes Center Stage
Seth Golden, , Research Reports, 0
It’s enough to make you close up shop and seek out a new career if you’re a portfolio or...
-
Is J.C. Penney’s “Better” Days Behind The Retailer?
Seth Golden, , Research Reports, 0
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
-
The Leuthold Group: Inflation: Bank Run Edition
Seth Golden, , Research Reports, 0
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...