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Weekly State of the Market: More New Highs for 2022?
A financial market resource for the every-day investor and trader.
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Markets Look Poised For Gains, but Mid-Term Turbulence Looms Large
Seth Golden, , Research Reports, 0
Week in Review In the face of drum beating bears and prior tech sector meltdown quarterly reporting from FANG...
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Is The Bottom Nearing for S&P 500?
Seth Golden, , Research Reports, 4
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
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Corporate Earnings & Bond Yields Have a Tug of War
Seth Golden, , Research Reports, 0
Last week was a measured action against extremes. The downturn in U.S. equities last week ended a streak of...
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Morgan Stanley’s Weekly Warm-up: Thoughts from the Road
Seth Golden, , Research Reports, 0
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
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Merrill Lynch: Fighting Inflation
Seth Golden, , Research Reports, 0
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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Weekly State of the Market: Follow The Data Into Year-End
Seth Golden, , Research Reports, 0
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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Hold The Opportunity Cost, Please!
Seth Golden, , Research Reports, 0
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
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It May Be Time To Back Up Before Next Leg Higher?
Seth Golden, , Research Reports, 0
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
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