Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a very narrow leadership, which is…
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following...
Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market...
Welcome back to this weekend’s Research Report! This weekend’s Report is in PDF format due to issues the Host was having...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
