Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting economic shock, our research focused on understanding the timeline of the pandemic. In a series of papers (see here, here, here, here, here, and here) we provided a set of forecasts about the pandemic that were more positive than the consensus…
J.P. Morgan COVID-19 Forecasts
A financial market resource for the every-day investor and trader.
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RBC Capital: Historical Election Playbook, Tactical Problems With Growth Persist
Seth Golden, , Research Reports, 0
RBC Capital’s chief market strategist Lori Calvasina: Welcome to RBC’s Markets in Motion podcast recording August 28th, 2023. I’m...
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Energy positive returns 6 consecutive months. Stick with Epicenter in 2H2021.
Seth Golden, , Research Reports, 0
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
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Breakout The Champagne! Record Highs Abound For Stock Indices!
Seth Golden, , Research Reports, 4
And oh what a week it was… if you went into the week under the impression that new S&P...
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S&P 500 Brushes Off Mixed Data, Decelerating Earnings & Yield Curve
Seth Golden, , Research Reports, 0
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
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Housing Struggles Not Mirrored By Markets
Seth Golden, , Research Reports, 0
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 in the week...
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Disinflationary Forces Under Review
Seth Golden, , Research Reports, 0
Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index...
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