Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds took the message in stride, stocks seemed to be shocked by the messaging. The path for stocks from here will be determined by earnings, where we still see material downside. Unfinished business for theFed…While the Fed’s messaging from its annual meeting…
Morgan Stanley: Weekly Warm-up: Fed Hits Stocks but the Larger Risk Remains Earnings, Not Rates
A financial market resource for the every-day investor and trader.
-
Yields Take Center Stage Ahead of Q3 2018 Earnings Season
Seth Golden, , Research Reports, 0
There is a great deal to discuss in this week’s research report, but we would be remised if we...
-
Increased Liquidity Propels S&P 500 In Early 2019
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve...
-
Hold The Opportunity Cost, Please!
Seth Golden, , Research Reports, 0
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
-
Weekly State of the Market: Is It Different This Time
Seth Golden, , Research Reports, 0
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
-
Investors Bet on More Pain for Retailers
Seth Golden, , Research Reports, 0
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
-
Merrill Lynch: Monetary Tightening Full Speed Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
-
Weekly State of the Market: Markets Are Always Yielding
Seth Golden, , Research Reports, 0
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
-
Merrill Lynch Monthly Capital Market Outlook
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00
Comments are closed.