With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of Ice as the determinant of when the mid-cycle transition will be over. We continue to favor consumer services over goods stocks and highlight our analysts’ key picks. Winter is coming but timing unclear.Fire has arrived with the Fed’s more aggressive pivot…
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
Markets are firmly in the thrawls of another September swoon, which is all-too familiar and painful for many investors....
After several reiterations in the last week of trading, on January 18, 2017 Credit Suisse’s Christian Buss has downgraded J.C. Penney...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
