Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and aggressive short squeezes has led to a significant degrossing by hedge funds. Markets corrected 3-5% with many of our favored trades taking a much needed and expected hit. This is normal in an exuberant bull market but we don’t think the…
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
The last few weeks have been quite turbulent for volatility traders with swings in the VIX of greater than...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
Follow The Data Into The Worst Weeks September 15, 2024
Fundstrat: Choppy 8 Weeks Ahead, But… September 10, 2024
Weekend Thoughts From Around Wall Street September 7, 2024
Rough Markets, Tough Crowd September 6, 2024
J.P. Morgan’s Michael Cembalest: Prognosis for an AI-Driven Equity Market September 5, 2024
MarketWatch.com – Top Stories
