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Seth Golden posted an update 5 years ago
GOLDMAN Sachs: ” … we don’t expect an end to the conflict anytime soon and see no comprehensive US-China trade deal until after the 2020 election at the earliest. So policy uncertainty will likely remain a drag on sentiment for the foreseeable future.”
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Seth Golden posted an update 5 years ago
David Kostin of GS
1. 3Q earnings season kicks off in earnest on October 15.2. Consensus expects aggregate S&P 500 EPS will fall by 3% year/year, the first profit…
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Seth Golden posted an update 5 years ago
We continue to believe that global equities will advance further before the next US recession strikes:1) Our call remains that one should not expect a US recession…
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Seth Golden posted an update 5 years ago
Morgan Stanley’s Andrew Sheets discuss some of the more relevant economic data to help guide investors. https://www.morganstanley.com/ideas/thoughts-on-the-market-sheets?cid=SM_CORP_SM_CORP_TWITTER_MorganStanley_20191004&linkId=74776776 -
Seth Golden started the topic Apple Raises Production on iPhone 11 in the forum Apple Inc. (AAPL) 5 years ago
Apple Inc (AAPL.O) has asked suppliers to increase production of its iPhone 11 models by up to 8 million units, or about 10%, Nikkei Asian Review reported on Friday, citing better than expected demand. https://www.reuters.com/article/us-apple-iphone/apple-raises-iphone-11-production-by-about-10-nikkei-idUSKBN1WJ0H9
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Seth Golden posted an update 5 years ago
We estimate nonfarm payrolls increased 150k in September, compared to consensus of +146k. While employment surveys weakened further on net, their levels are still consistent with above-potential job growth. …
We estimate a one tenth decline in the unemployment rate to 3.6%. …
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Seth Golden posted an update 5 years ago
Richard Clarida, Vice Chairman of the Federal Reserve:
Says economy is in good shape
economic growth is solid
Consumer is in a good place
Focus of the fed is to keep US econbomy in good place
Fed is not a pre-set course
Fed will act as appropriate -
Seth Golden and Marblevol are now friends 5 years ago
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Seth Golden started the topic NRF 2019 Holiday Sales Forecast in the forum State of Retail in U.S. 5 years ago
The NRF predicts retail holiday sales will increase between 3.8% and 4.2%. The range is higher than the 3.7% average over the last five years. Retail holiday sales were only up 2.1% last year.
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Seth Golden started the topic MS QDS team in the forum S&P 500 Analysts Notes 5 years ago
MS QDS team warns that the early September unwind has shown signs of metastasizing into something more dangerous – initially driven more by short covering of under-owned cyclicals (a bullish unwind), it has now shifted more towards selling of the crowded over-owned longs in Tech and Growth (a bearish unwind).
As it relates to 4Q18, there are s…[Read more]
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Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
worst day and days in October care of LPL Financial -
Seth Golden replied to the topic Goldman Cuts Apple… Again in the forum Apple Inc. (AAPL) 5 years ago
Apple is trading above the top of its typical 0%-20% discount to the S&P 500 while our iPhone expectations remain slightly below consensus for late 2019.
Key downside risks include weakening iPhone demand, pressure on gross margins, and large and dilutive acquisitions.
12m Price Target: $165.00
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Seth Golden posted an update 5 years ago
Last 10 and 20 years have been good for markets in October -
Seth Golden posted an update 5 years ago
Latest put/call ratio shows another dip -
Seth Golden posted an update 5 years ago
Wedbush upgrades BBBY -
Seth Golden posted an update 5 years ago
increase in net short VIX futures positions amongst noncommercials -
Seth Golden posted an update 5 years ago
J.P. Morgan video discussing and reflecting on impeachment implications for the markets and along all asset classes. Offering broader outlook based on shifting political landscape. https://jpmorgan.reutersinsider.com/jpmorganview/ -
Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
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