J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors Talking Points for the Week • What happened this week – stocks sank pretty much everywhere on the planet this week as equity markets limp into 2019 bruised and battered. The big events included: 1) more Dec US growth red flags…
Good weekend investors/traders and happy holidays. As I embark upon my December vacation, please stay connected to our weekly...
‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs...
Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
The average length of the bear markets since WW II has been 16 months; the average length of the...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
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