by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many investors believe the Fed’s recent intervention to stabilize the banking system is the beginning of the next QE program. However, not all reserves are created equal and it appears to us like the velocity of money this time is more than…
Weekly Warm-up: What’s the Message?
A financial market resource for the every-day investor and trader.
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Pantheon Macro: U.S. Economic Monitor
Seth Golden, , Research Reports, 0
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
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Weekly State of the Market: Seasonal Misstep, But Data Guides The Way
Seth Golden, , Research Reports, 0
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
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The Geopolitical May Usurp Market Trends
Seth Golden, , Research Reports, 0
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
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Seasonal Sale For Risk Assets
Seth Golden, , Research Reports, 0
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
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Will The S&P 500 Fall Further In August?
Seth Golden, , Research Reports, 0
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
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Weekly State of The Market: You Don’t Need to Know, But Pay Attention
Seth Golden, , Research Reports, 0
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
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Fed Minutes, Key Gauges on the Economy & G-20 Set Up The Final Week of November
Seth Golden, , Research Reports, 0
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
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Rising Trump Re-election Odds: Investor Impact
Seth Golden, , Research Reports, 0
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
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