Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset prices. These forecasts range wildly from 20, or 50% or 70% declines on any of these measures. In reality, all of the measures forecasted heavily depend on how long the economy will stay shut down in response to the pandemic (e.g….
J.P. Morgan U.S. & E.U. COVID-19 Infection Analysis
A financial market resource for the every-day investor and trader.
-
Corrections and Convictions
Seth Golden, , Research Reports, 0
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
-
The Leuthold Group: Putting The “Sahm Rule” To The Test
Seth Golden, , Research Reports, 0
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
-
Reopening Meets Resistance
Seth Golden, , Research Reports, 0
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
-
Fundstrat 2022 Outlook: Stocks + Treachery = Challenging but +11%
Seth Golden, , Research Reports, 0
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
-
J.P. Morgan MacroView Into Q3 2021 Quarter-End
Seth Golden, , Research Reports, 0
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
-
Will 2023 Deliver A New Uptrend?
Seth Golden, , Research Reports, 0
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
-
The S&P 500 Corporate Profit Tree Continues to Grow Above Expectations
Seth Golden, , Research Reports, 0
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
-
The Leuthold Group Green Book
Seth Golden, , Research Reports, 0
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00