With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has played out. However, the headwinds to growth from this policy shift, still historically high inflation, payback in demand, and the war in Ukraine are not priced. Downgrading Financials to Neutral. Don’t Fight the Fed. The Fed is committed to getting inflation…
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...
Volatility Review 19 February 2019 Equity Derivatives Strategy Bram Kaplan, CFA AC, Marko Kolanovic, PhD Positioning update, RTY and...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
