Friends – Activity – scottzman

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Kolanovic

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Seth Golden posted an update 2 years, 2 months ago

Wells Fargo’s Scott Wren:

“We see flat to modestly positive earnings growth this year ($215) and a modest contraction in 2023 ($205). Year-end 2022 SPX midpoint target of 3,900 and year-end 2023 midpoint target of 4,400.

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Seth Golden posted an update 2 years, 2 months ago

P Morgan’s Kaplan & Kolanovic

1⃣ CB policy error risk
2⃣ Asian markets provide global cycle tailwind 2023
3⃣ Equities still the best asset class during elevated…

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Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Mislav

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Marko Kolanovic:

🔹Fed tilt becoming increasingly likely
🔹Hawkishness creating oversold conditions
🔹Real-time inflation falling faster than CPI recogniz…

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Seth Golden posted an update 2 years, 3 months ago

4 stats to wet your Risk appetite:

📢 S&P 500 NTM P/E cut 30%
📢 Pres. Cycle Q4 of year 2 ➡️Q2 of year 3 = greatest
gains since 1932
📢 10/31 of year 2 ➡️ 10/31 of year 3 avg. 21%, NO
DECLINES eva’
📢 S&P 500 1st yr. bull mkt avg. = 42%

Seth Golden posted an update 2 years, 3 months ago

Morgan Stanley’s Mike Wilson

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Seth Golden posted an update 2 years, 3 months ago

Morgan Stanley downwardly revises S&P 500 earnings and price targets

Seth Golden posted an update 2 years, 3 months ago

From the Dome!

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Seth Golden posted an update 2 years, 3 months ago

Quantitative Tightening #2

This is 2nd QT Operation; the first began as a passive program in 2015 and ended in 2019, prior to the Covid-19 crisis. The QT program began again in June 2022, through a more active Fed process that involves not just allowing maturing assets to roll off the balance sheet, but to include active asset sales to counter…[Read more]