Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart economists and strategists who tend to be bearish. We look to them for a thorough analysis of what could go wrong for the economy and the stock market. They are very vocal and fuel lots of pessimism about the future among…
Economy Stronger Than Expected So…
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Risk-on Despite Geopolitical and Trade War Concerns?
Seth Golden, , Research Reports, 0
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
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The Market’s Muscle Memory
Seth Golden, , Research Reports, 0
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
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J.P. Morgan: Many markets offer attractive entry points as the Fed is unlikely to derail the cycle:
Seth Golden, , Research Reports, 0
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
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Poor October Setup, Good Year-end Rally Probabilities
Seth Golden, , Research Reports, 0
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
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More Hurdles For Markets To Clear Before 2024
Seth Golden, , Research Reports, 0
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
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State of the Market Going Into 2H 2024
Seth Golden, , Research Reports, 0
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
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Merrill Lynch: Fighting Inflation
Seth Golden, , Research Reports, 0
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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Are You Ready For Q4 2024?
Seth Golden, , Research Reports, 0
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
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