Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the second half of the year, led by China, and a moderation in inflationary forces that should allow central banks to pivot. Last week’s strong US jobs print should allay concerns that the economy has already slipped into recession, though cements the…
The J.P. Morgan View – Global Asset Allocation: UW Credit Relative to Equities and Commodities
A financial market resource for the every-day investor and trader.
-
RBC Capital Cycle & Trend RoadMap December 2023
Seth Golden, , Research Reports, 0
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in...
-
Fitbit Will Witness Hardships In 2017 That Pave The Way For Share Price Appreciation
Seth Golden, , Research Reports, 0
Fitbit (FIT) is going to struggle with its metric results in 2017, be they financial or operational. This continues...
-
Tim Cook Was Wise Not To Disclose ASP For Holiday Apple Watch Sales
Seth Golden, , Research Reports, 0
What’s the reality concerning Apple Watch sales?Notice how Apple’s CEO (AAPL) Tim Cook made no comment on the average...
-
Weekly State of the Market: Fed Takes Your Time
Seth Golden, , Research Reports, 0
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
-
Weekly Warm-up: It’s All About Price
Seth Golden, , Research Reports, 0
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
-
Breadth, Headlines, Trade, Earnings…All Improving?
Seth Golden, , Research Reports, 0
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
-
Goldman Sachs: Our Take On Markets
Seth Golden, , Research Reports, 0
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
-
Markets Can Trend Higher in 2018, Can’t They?
Seth Golden, , Research Reports, 0
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00