Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand and prices soften with ongoing margin pressure. The consensus 2024 EPS growth rate of 12% appears too optimistic given an aging business cycle with very restrictive monetary policy, still rising cost of capital, lapping of very easy fiscal policy, eroding consumer…
The J.P. Morgan View: Earnings estimates appear too optimistic
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Breadth, Headlines, Trade, Earnings…All Improving?
Seth Golden, , Research Reports, 0
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
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Beat The Drum For 2021
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We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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The J.P. Morgan View – Global Asset Allocation
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
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Sunlight & Warm Temperatures to Dampen COVID-19 Impact
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Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
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Morgan Stanley Biotechnology Team: Year-End Vaccine Probable
Seth Golden, , Research Reports, 0
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
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Reviewing the Market’s Rally Into Q2 2024
Seth Golden, , Research Reports, 0
Public Service Announcement: Watch The VIDEO HERE! Bear markets happen, on average, once every 4.1 years. There have been...
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Fitbit Q3 2016 Earnings Preview
Seth Golden, , Research Reports, 0
Fitbit (FIT) will report its Q3 2016 results after the closing bell on November 2nd and too much anticipation as both...
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Tribulations Today, Rewards on the Other Side
Seth Golden, , Research Reports, 0
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
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