A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes to get an idea of what might be ahead for equities there. Despite the Fed’s aggressive tightening cycle over the past year and a half, it looks increasingly likely that the US economy will avoid recession, and therefore that the Fed…
Capital Economics: Soft landings, immaculate disinflation, and US equities
A financial market resource for the every-day investor and trader.
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Wells Fargo: Stage 2 of V-Shaped Recovery
Seth Golden, , Research Reports, 0
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
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The Weakest Week: 3 More Headwinds?
Seth Golden, , Research Reports, 0
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
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Q1 2019 EPS Forecast Takes A Big Hit, But Volatility Has Also
Seth Golden, , Research Reports, 0
This has been one heck of a market rally, but it comes on the heels of one heck of...
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Many Investors Didn’t See This Coming: What’s Next?
Seth Golden, , Research Reports, 0
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
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Crazy Time For Markets and Investors
Seth Golden, , Research Reports, 0
In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...
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Big Tech Earnings Amidst Record-Level Hedging Activity
Seth Golden, , Research Reports, 0
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
Seth Golden, , Research Reports, 0
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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