Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome with significant upward revision to the dots leads us to now expect a terminal rate of 4.5% by early 2023. While the market has now settled into a view that Fed will continue with outsized hikes, we don’t believe one should…
J.P. Morgan: Fed hawkishness leaves stocks oversold
A financial market resource for the every-day investor and trader.
-
Merrill Lynch: Credit Restraint And Grinding Macro-Market Outlook
Seth Golden, , Research Reports, 0
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
-
J.P. Morgan: Market Update, Earnings, Reopening Theme
Seth Golden, , Research Reports, 0
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
-
Weekly State of the Market: Market Message Delivered Via 50-DMA
Seth Golden, , Research Reports, 0
The average length of the bear markets since WW II has been 16 months; the average length of the...
-
Q1 Earning Season Peaks This Week, Will S&P 500 Follow?
Seth Golden, , Research Reports, 0
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
-
Weekly State of the Market: Recession Fears Hit Fever Pitch
Seth Golden, , Research Reports, 0
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
-
-
Bulls Charge Ahead of FOMC and FAANMG
Seth Golden, , Research Reports, 0
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
-
September Seasonality Sucks, But There’s More To Consider
Seth Golden, , Research Reports, 0
Welcome back Finom Group traders and investors. As most are aware, the rollercoaster ride that is the 2022 investing...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00