J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors Talking Points for the Week • What happened this week – stocks sank pretty much everywhere on the planet this week as equity markets limp into 2019 bruised and battered. The big events included: 1) more Dec US growth red flags…
While certain individual stocks demonstrated massive downside moves this past week, the indices managed a consecutive weekly gain. In...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
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