Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve (Fed) room to bring inflation closer to its 2% target without much damage to the labor market. In other words, the economy appears in the process of a soft landing. What’s more, the latest Global Wave indicator compiled by BofA Global…
Merrill Lynch Capital Market Outlook July 2024
A financial market resource for the every-day investor and trader.
-
Is A Bottom Retest Ahead?
Seth Golden, , Research Reports, 0
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
-
Bank Of America: Consumer Card Spending Morsels
Seth Golden, , Research Reports, 0
Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...
-
Fundstrat: Risk On To 4,500
Seth Golden, , Research Reports, 0
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
-
Weekly State of The Market: With Tapering, New Highs Hard to Achieve
Seth Golden, , Research Reports, 0
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
-
J.P. Morgan Raises Outlook
Seth Golden, , Research Reports, 0
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
-
The Leuthold Group’s New January Barometer
Seth Golden, , Research Reports, 0
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
-
Morgan Stanley Downgrades Energy To Underweight: Mid-cycle Transition Continues
Seth Golden, , Research Reports, 0
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
-
Morgan Stanley Focus On Low Bar Set Up For 2020
Seth Golden, , Research Reports, 0
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00