Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we transition from Fire to Ice—falling inflation expectations can lead to lower rates and higher stock prices in the absence of capitulation from companies on 2023 EPS guidance. A good start as we transition from Fire to Ice…Last week’s price action delivered…
Morgan Stanley: Weekly Warm-up: A Good Start as Stocks Rally in the Face of Doubt and Higher Rates
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Macro-Fundamental Setup Entering 4th Quarter
Seth Golden, , Research Reports, 0
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
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Moment-Um Of Truth
Seth Golden, , Research Reports, 0
Nothing moves sentiment more than price! You’ve probably heard that phrasing before? The phrasing basically suggests that despite all...
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Attempts to Renew The Uptrend Find Another Setback
Seth Golden, , Research Reports, 0
There was a great deal of concern for the manner in which the equity markets closed the week, 2...
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BofAML Quarterly Market & Economic Review/Outlook
Seth Golden, , Research Reports, 0
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
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Macro-Market Mashup
Seth Golden, , Research Reports, 0
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
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September Trading Commences With Complexities To Consider
Seth Golden, , Research Reports, 0
Despite the noise surrounding global trade and correlated tariffs last week, the S&P 500 finished higher by nearly 1...
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A “Lengthy” Bottoming Process
Seth Golden, , Research Reports, 0
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
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