J.P. Morgan’s Michael Cembalest: Cicadian Rhythms

In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...

What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...

by Barry Napp   Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...

This past week was yet another turbulent week for the major averages, but they managed there best week in...

Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...

In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...

Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...