The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended in the red. As we enter the last month of the “Best Six Months” to own stocks, the market logged its first down quarter in 2 years, since the beginning of the pandemic. Going back to 1930, Q1 was positive 55…
A Defensive Rally With A Dreaded Yield-Curve Inversion
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US Equities Mid-Year Outlook: Cyclical Bear within a Secular Bull
Seth Golden, , Research Reports, 0
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
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Weekly State of the Market: Some Great TIPS
Seth Golden, , Research Reports, 0
“I don’t think you can get to be a really good investor over a broad range without doing a...
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Merrill Lynch: How tight are financial conditions?
Seth Golden, , Research Reports, 0
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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Bear Market Has Weakened, But The Market Gauntlet Is Still Formidable
Seth Golden, , Research Reports, 0
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
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Entering the 2nd Half: Some Useful Data To Keep Front Of Mind
Seth Golden, , Research Reports, 0
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
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J.P. Morgan Special Report: Wait for it
Seth Golden, , Research Reports, 0
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
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Reopening Meets Resistance
Seth Golden, , Research Reports, 0
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
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