Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions breadth has deteriorated sharply over the past month, a leading indicator for NTM EPS. Most of this deterioration has been due to costs and supply but demand looks vulnerable. Odds are increasing that growth will continue to slow well into 2022….
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
