The first rate cut is out of the way, but most were denying the majority probability spelling out a 50bps cut for the first rate cut of the easing cycle. While the Fed Fund Futures clearly indicated a 65% probability of a 50bps rate cut to be announced by the FOMC Wednesday, market participants allowed themselves to doubt what history…
Can September “Get Right”
A financial market resource for the every-day investor and trader.
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Moody’s Analytics: A “Slowsession”
Seth Golden, , Research Reports, 0
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
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Weekly State of the Market: Balanced Approach Toward Year-End
Seth Golden, , Research Reports, 0
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
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Weekly State of the Market: 12/3/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
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Weekly State of the Market: Rally Hits The Seasonal Wall
Seth Golden, , Research Reports, 0
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
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J.P. Morgan: Market Update, Earnings, Reopening Theme
Seth Golden, , Research Reports, 0
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
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Weekly Warm-up: Operating Leverage Cuts Both Ways as Inflation Peak Signals Margin Risk
Seth Golden, , Research Reports, 0
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
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J.P. Morgan: Taxes & Infrastructure Spending
Seth Golden, , Research Reports, 0
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
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Headwinds Compressing S&P 500 Multiple: Probable Outcome?
Seth Golden, , Research Reports, 0
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
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