Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip buying still makes sense. (by Fundstrat) The January jobs report was strong = Fed wary, but also means US not in recession = good The strong January jobs report (+517k vs 188k expected), along with strong JOLTS (aka job openings) and…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
Fitbit (FIT) entered its Q2 2017 quarterly report with its stock performing at its lowest valuation since becoming a...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
