1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation and stronger economic growth helped fuel optimism for a soft landing. However, monthly data suggest economic momentum is slowing, and we may not be out of the woods just yet. Business spending has held up more strongly than expected due to…
J.P. Morgan Guide To Markets
A financial market resource for the every-day investor and trader.
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RBC Capital: Early Chop In 2024, Shifting Weights
Seth Golden, , Research Reports, 0
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
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Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
Seth Golden, , Research Reports, 0
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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Market Participants Go Fishing For Answers
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
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The 2023 Rally Finds Few Believers
Seth Golden, , Research Reports, 0
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
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All Good At The Surface, But A Deeper Dive Identifies…
Seth Golden, , Research Reports, 0
Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...
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Weekly State of the Market: The Rally Meets “Temporary” Resistance?
Seth Golden, , Research Reports, 0
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
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Weekly State of the Market: Markets Are Always Yielding
Seth Golden, , Research Reports, 0
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
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