Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many parts of Credit. Our basic premise is that it will be easier to navigate inflation’s negative impact on corporate earnings and consumer balance sheets in 2023 than it was to invest with inflation continually surprising central banks…
KKR’s 2023 Outlook
A financial market resource for the every-day investor and trader.
-
Weekly State of the Market:
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
-
Weekly State of the Market: Bad Breadth Leads to Indigestion
Seth Golden, , Research Reports, 0
“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...
-
The Unemployment Rate and Stock Market
Seth Golden, , Research Reports, 0
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
-
Markets Can Trend Higher in 2018, Can’t They?
Seth Golden, , Research Reports, 0
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
-
Weekly State of the Market: Is the Market Expensive?
Seth Golden, , Research Reports, 0
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
-
Fitbit’ Q1 2017 Results Highlight Inventory And Average Selling Price Reductions
Seth Golden, , Research Reports, 0
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
-
Morgan Stanley: Weekly Warm-up: Listening Carefully-to Stocks; 1Q Worse Than It Felt; Charts to Chew on
Seth Golden, , Research Reports, 0
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
-
Top Of Mind for June’s OP/EX Week
Seth Golden, , Research Reports, 0
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00