The bounce back in markets this past week was quite telegraphed in the historical data we presented in the previous weekly Research Report. When it was all said and down, the S&P 500 (SPX) finished up 0.61% from last Friday, but remains down 8.00% year-to-date. The back-and-forth market activity this week was found with large daily/intraday moves. Such market volatility…
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Merrill Lynch 2021 Outlook
Seth Golden, , Research Reports, 0
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
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Merrill Lynch: Treasury Offsetting QT Until Mid-2023
Seth Golden, , Research Reports, 0
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
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Another 10% Correction Morgan Stanley Believes Lay Ahead
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Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
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Corrections and Convictions
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Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
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Breadth, Headlines, Trade, Earnings…All Improving?
Seth Golden, , Research Reports, 0
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
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J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
Seth Golden, , Research Reports, 0
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
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