The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate the timing of its implementation. JPM’s view is that tapering will commence from early next year. This is even as inflation fears are probably not going to keep accelerating. To be sure, inflation is likely to stay elevated for the foreseeable…
J.P. Morgan: Equity Strategy Tapering Playbook
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Analyzing Past Market Conditions, To Plan For Future Market Probabilities
Seth Golden, , Research Reports, 0
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
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Weekly State of the Market: Markets Churning Through Positive Data
Seth Golden, , Research Reports, 0
Part of successful investing is the ability to be able to forsake instant gratification and embrace delayed gratification! Not...
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Weekly Warm-up: Markets priced for tighter Fed but not for growth risks
Seth Golden, , Research Reports, 0
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
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Merrill Lynch Capital Market Outlook July 2024
Seth Golden, , Research Reports, 0
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
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Analysts Commentary From Around Financial Markets
Seth Golden, , Research Reports, 0
Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...
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The Reports Of The Economy Dying Are Greatly Exaggerated
Seth Golden, , Research Reports, 0
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
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Trade Truce, Check, S&P 3,000… We Shall See
Seth Golden, , Research Reports, 0
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
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Man Institute: If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
Seth Golden, , Research Reports, 0
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
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