Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on the housing construction/business investment fronts, massive household savings accumulated during the pandemic, and elevated corporate profits, the U.S. economy would appear well positioned for sustained strong growth. However, the economy has rapidly moved into the late stage of the business cycle…
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
