Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities versus bonds was in favor of the latter. Since then, US equities are up 8%. US long-end government bonds are down 8%. There used to be a word for that. Ah yes. Wrong! ‘The horse is dead, man’, I hear you…
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
