The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and markets. Fri Jan 24 2020 Cross asset strategy: Markets had been vulnerable to an eventual correction given signs of exuberance such as strong price momentum, high valuations and overweight positioning, but a pandemic is rarely on anyone’s list of negative catalysts…
The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
You will hear plenty of commentary from Fitbit (FIT) fans and investors regarding the future of Fitbit with a...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
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