Market and VolatilityCommentary Equity Macro and Quantitative Outlook for 2021 Our outlook for 2021 is positive for equities and more broadly for risky assets (see Global Asset Allocation). We expect markets to be driven by recovery from the COVID-19 crisis at the back of highly effective vaccines and continued extraordinary monetary and fiscal support. Given the level of interest rates,…
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
JPM Market Recap
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