Citigroup Asset Allocation team: “Signs of growth stabilization in the short term, coupled with positive developments on the trade-war, mean that that asset allocators, who have not been overweight equities for most of 2019, may have to chase markets in the early months of 2020. Being benchmarked (or slightly overweight in the US market) in this…[Read more]

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1. The S&P 500 has increased or dropped by 1% or more on 38 days this year compared to the annual average of 53 back to 1958

2. This year’s number of 1% days is within one standard deviation (32 days) of the average.

3. There are typically 39 one percent days in the year after a year with lower-than-average volatility. In other words, years w…[Read more]

JPM: “Looking further into 2020, however, uncertainties related to US-China relations remain high, particularly from March onwards as the US enters election season, with difficult structural issues including IP, technology transfer, SOE policy and industrial subsidies yet to be resolved. Even with the near-term Phase One Deal, the bar for Phase…[Read more]

check out today’s weekend market update with Wayne Nelson. For our Premium Members, this is always posted on Sunday evening in the Twitter feed. For our daily visitors, this is our free offering heading into the holidays and we hope you enjoy. https://www.dropbox.com/s/03jvlpkkyuu4qyb/Weekend%20Update%2012-15-2019.mp4?dl=0