Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer our members 3rd party macro-market analysis to consider going into each and every trading week. Here are the latest thoughts and analysis from Merrill Lynch to consider. Have a great weekend! Macro Strategy—As we transition into the mid-cycle of this economic…
Merrill Lynch: 10 Reasons To Stay Long U.S. Equities
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Goldman Sachs: Bullish Through Nvidia and September Op/Ex
Seth Golden, , Research Reports, 0
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
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Morgan Stanley: Reaching Herd Immunity
Seth Golden, , Research Reports, 0
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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Merrill Lynch: Markets Hot, Consumer Just Cool, Calm, & Collected
Seth Golden, , Research Reports, 0
Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
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Leuthold Group: Marg-Flation, 2023
Seth Golden, , Research Reports, 0
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
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J.P. Morgan: Equity Strategy Tapering Playbook
Seth Golden, , Research Reports, 0
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
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J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
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J.P. Morgan Tackles The Debate & Positive Test For POTUS
Seth Golden, , Research Reports, 0
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
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