Archive for category: Research Reports

If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...

In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...

Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...

The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...

The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....

This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...

Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...

US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...

Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...

2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...

Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...

After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...

by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...

Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...

Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...

The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...

This weekend is an off-reporting weekend, but we encourage our members to maintain a fluid understanding of the week-to-week...

During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...

Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...

After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...

US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...

IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...

Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...

Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...