This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening up wallets for the holidays as our survey suggested a few weeks ago. The question for investors is how long will it last? We make the case for a fade in 1H22. Primary push back is we are too bearish on…
Weekly Warm-up: Outlook Feedback and Consumer Update
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What Happened vs. What Should Happen In Markets
Seth Golden, , Research Reports, 0
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
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How much could AI boost US stocks?
Seth Golden, , Research Reports, 0
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
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Bull Market Carries On, But It Hasn’t Carried Everything With It
Seth Golden, , Research Reports, 0
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
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J.P. Morgan Sees More Market Upside
Seth Golden, , Research Reports, 0
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
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Morgan Stanley: A Correction Is Imminent
Seth Golden, , Research Reports, 0
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
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Weekly State of the Market: Out With 2022, Up With 2023?
Seth Golden, , Research Reports, 0
When you believe in a future that is so alive in your mind that you keep living it over...
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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...
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