Archive for category: Research Reports

At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...

The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....

This week, I had the pleasure of presenting our market outlook to clients at an event held at the...

That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...

Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...

That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...

Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...

Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...

Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the...

The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...

If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...

The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...

Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...

Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...

In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...

A quick review from some of our notes in the prior weekly Research Report before we get started, if...

Coming into the trading week, binary risks were looming amidst a rather strong June rally.  With the FOMC standing...

I think the best way to describe the past trading week would be by using the word “funky”. NO,...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...

Ahead of the opening bell on Friday, June 14, 2019, retail sales and industrial production data will be released....

Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...

There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...

In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...

The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...