US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1...
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
