Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for investors in 2019, we expect lower positive returns on financial assets in 2020 as some Ghosts of Christmas Past reappear. We don’t expect a global or US recession, and anticipate a modest growth and profits rebound now that worst case trade…
The headlines were daunting and played out in price action this past week much as the first 100+ days...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
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