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Seth Golden posted an update 2 years, 4 months ago
S&P 500 is down 10% since Fed’s rate hiking cycle began in mid-March, but it has gained +1.5% or > on each of the 3 Fed Days over this period.3/16: +2.2%
5/4: +3.0%
6/15: +1.5% -
Seth Golden and marcone are now friends 2 years, 4 months ago
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Seth Golden and Gerby24 are now friends 2 years, 4 months ago
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Seth Golden posted an update 2 years, 4 months ago
J.P. Morgan’s Mislav -
Seth Golden and moosemoney are now friends 2 years, 4 months ago
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Seth Golden posted an update 2 years, 4 months ago
My thoughts: -
Seth Golden posted an update 2 years, 4 months ago
Morgan Stanley: recession indicator near the “red line” -
Seth Golden and ChrisAl are now friends 2 years, 4 months ago
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Seth Golden posted an update 2 years, 4 months ago
Wells Fargo’s Scott Wren -
Seth Golden posted an update 2 years, 4 months ago
Morgan Stanley’s Mike Wilson -
Seth Golden and fabio are now friends 2 years, 4 months ago
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Seth Golden posted an update 2 years, 4 months ago
Bloomberg
@business
reportingCiti and Morgan Stanley agree on earnings revisions, but impact on S&P 500 diverge.
Citi says ⬆️ while Morgan Stanley says ⬇️ w/trough around 3,400.
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Seth Golden posted an update 2 years, 4 months ago
Bespoke Investment Group on Commodity prices and supply lines -
Seth Golden posted an update 2 years, 5 months ago
Every quarter, J.P. Morgan releases an $SPX quarterly Guide to Markets. Always useful charts on all market moving pieces and their causal takes and inputs…. -
Seth Golden posted an update 2 years, 5 months ago
J.P. Morgan: -
Seth Golden and Moniology are now friends 2 years, 5 months ago
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Seth Golden and Jamilmuna are now friends 2 years, 5 months ago
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Seth Golden posted an update 2 years, 5 months ago
S&P 500 has been down 15%+ in a single quarter 9 times since 1940.
Sep.1946
Jun. 1962
Jun. 1970
Sep. 1974
Dec. 1987
Sep. 2002
Dec. 2008
Mar. 2020
Jun. 2022It was only negative in the next quarter 1 time. (2008)
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Seth Golden and andtherus are now friends 2 years, 5 months ago
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Seth Golden posted an update 2 years, 5 months ago
J.P. Morgan’s Mislav:
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