1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month, something no one expected when the S&P 500 bottomed at 666. The economic expansion that has accompanied it — as usual, the market led the beginning of the expansion by about 6 months — will become the longest in history when,…
Bill Miller: Some Reflections on the Bull at 10
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Merrill Lynch Capital Market Outlook: December 2019
Seth Golden, , Research Reports, 0
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
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Weekly State of the Market: 2-Months Left in 2021 for Traders
Seth Golden, , Research Reports, 0
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
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Yield Curve Inverts, Taking Equity Markets Down: What Next?
Seth Golden, , Research Reports, 0
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
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The Volatility Clouds Have Begun To Darken
Seth Golden, , Research Reports, 0
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
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Morgan Stanley Weekly Warm-up: Fed and Price Continue to Dominate the Narrative
Seth Golden, , Research Reports, 0
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
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Morgan Stanley: Weekly Warm-up: Policy Shifts Take Center Stage
Seth Golden, , Research Reports, 0
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
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Clouds Are Parting And Some Clarity Appears
Seth Golden, , Research Reports, 0
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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Bank of America Merrill Lynch 2019 Forecast & Outlook
Seth Golden, , Research Reports, 0
BofA Merrill Lynch 2019 Market Outlook: From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and...
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