Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In this week’s episode, we review the decline that was October and the potential market returns for November and beyond. The market has responded to the election with a robustness of breadth and has moved to focus on other matters related to…
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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Poor October Setup, Good Year-end Rally Probabilities October 6, 2024
Goldman Sachs Scott Rubner: 6,000 May Be Too Low October 3, 2024
Macro-Fundamental Setup Entering 4th Quarter September 29, 2024
Fundstrat’s Market Update At September-End September 26, 2024
Mann Institute: 100 years of US stock returns. Eight doublings. Three halvings. What lessons can we learn? September 23, 2024
MarketWatch.com – Top Stories
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