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Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
GOLDMAN: sets new mid-year S&P 500 target of 2450, “(15% below the current level and 28% below the market peak.)”
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Seth Golden posted an update 5 years ago
JPM Technical analyst: Historically, similar extreme technical conditions led to multi-week rebounds, even in cyclical bear markets. While there is always the concern… -
Seth Golden posted an update 5 years ago
1. Chinese A shares have been a bright spot in the global equity arena, losing only 1% and outperforming its peers (MSCI AC World) by 17pp since the peak of global… -
Seth Golden posted an update 5 years ago
Goldman´s RAI is now below GFC trough levels -
Seth Golden posted an update 5 years ago
Business is starting to operate ‘as usual’:
1. 38 out of 42 AAPL stores in mainland China have now reopened as of today
2. BABA’s parcel and meal delivery arms have returned to pre-Coronavirus outbreak staffing levels
3. President Xi Jinping of China made his first visit to Wuhan, arguably a strong ‘signal’ that Beijing believes the worst of the…[Read more] -
Seth Golden posted an update 5 years ago
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Seth Golden and
Joe Xu are now friends 5 years ago
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Seth Golden posted an update 5 years ago
This is not nearly good enough. WH: Pence is holding a noon video teleconference with governors from the situation room, 4pm task force meeting, 5:30 press briefing
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Seth Golden posted an update 5 years ago
Morgan Stanley’s Mike Wilson -
Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
Bear market territory identified in chart -
Seth Golden posted an update 5 years ago
Backwardation now at 10 days -
Seth Golden posted an update 5 years ago
Wells Fargo: Our short-term outlook (through June 2020)
We are now seeing the third wave of the coronavirus. The first wave was in China’s Hunan province, which remains the epicenter of the disease. The second wave was broader China. The third wave is around the world, focused primarily in Europe, the Middle East, and South Asia.
The p…[Read more] -
Seth Golden and
jsferraguto are now friends 5 years ago
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Seth Golden posted an update 5 years ago
China’s top health authority expects coronavirus vaccines to be available for emergency and clinical research use in April. National Health Commission said teams pursuing five approaches. Cautioned about obstacles.
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Seth Golden posted an update 5 years ago
Goldman Sachs baseline remains 3,400, but potential for 2,450 downside. -
Seth Golden posted an update 5 years ago
GS: “We estimate that rate cuts to zero, aggressive forward guidance, and an asset purchase program would have roughly ½ to ¾ the total impact of the median Fed easing cycle in past recessions” -
Seth Golden posted an update 5 years ago
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