Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen in 40 years, the term “stagflation” has been resurrected as a risk for the U.S. economy. Currently, however, the low unemployment rate is inconsistent with stagflation. What’s more, inflation remains on a downtrend, and wage growth seems poised to moderate further….
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A financial market resource for the every-day investor and trader.
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Bill Miller: Some Reflections on the Bull at 10
Seth Golden, , Research Reports, 0
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
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Analysts & Strategists Tackle The Topics of 2021 for Investors
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Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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Seth Golden, , Research Reports, 0
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J.P. Morgan U.S. & E.U. COVID-19 Infection Analysis
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Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
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Weekly State of the Market: An Earnings and ERP-Related Market Decline
Seth Golden, , Research Reports, 0
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
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Morgan Stanley Weekly Warm-up: Fed and Price Continue to Dominate the Narrative
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While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
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Inflation Boogeyman and Bottoming Markets
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Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
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