Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us, this is an ideal right “in the middle” jobs report, showing jobs improving versus last month, but neither too strong or weak to drive a shift in the economic view. Disappointingly, equities…
Weekend Thoughts From Around Wall Street
A financial market resource for the every-day investor and trader.
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Goldman Sachs Tactical Flow-of-Funds: August – On Correction Watch
Seth Golden, , Research Reports, 0
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
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J.C. Penney Is Optimistic Despite Lowering Sales Expectations
Seth Golden, , Research Reports, 0
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
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Weekly State of the Market: Disinflation Intrenched
Seth Golden, , Research Reports, 0
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
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The J.P. Morgan View – Global Asset Allocation: UW Credit Relative to Equities and Commodities
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
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Weighing the impacts of a potential watershed election
Seth Golden, , Research Reports, 0
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
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The Leuthold Group: Technicals Say The Bull Has Time On The Clock
Seth Golden, , Research Reports, 0
The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...
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Weekly State Of The Market: Weak/Bad Breadth
Seth Golden, , Research Reports, 0
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
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Weekly State of The Market: Recession/No Recession And What To Do
Seth Golden, , Research Reports, 0
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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