Three big things you need to know: First, across the globe most of our analysts are optimistic on performance in the year ahead, with favorable views on the impact of potentially lower interest rates and, to a lesser degree, favorable views on valuations. Second, in the US, the only region where we do formal strategy sector recommendations, we remain overweight…
As the rally has rolled onward and upward, not everyone will achieve markedly satisfying results. Essentially, there will be...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
Fitbit (FIT) entered its Q2 2017 quarterly report with its stock performing at its lowest valuation since becoming a...
At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
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