What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing policy stance are effectively over. Inflation comes back down to earth exhibiting characteristics more from the 1990s than the 1970s. Corporate fundamentals and valuation matter again with investors looking for earnings stability at a reasonable price. The post-pandemic cycle begins to…
Merrill Lynch: 2023 Year Ahead: Back To The New Future
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The Leuthold Group: Upgrade Markets, Downgrade Inflation
Seth Golden, , Research Reports, 0
The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...
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Weekly State of the Market: 12/3/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
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2022 Outlook: The Year of the Stock Picker by Morgan Stanley
Seth Golden, , Research Reports, 0
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
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Pivotal Point For Market Trend Lay Ahead: Review Your Process
Seth Golden, , Research Reports, 0
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
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Healthy Correction or Something More?
Seth Golden, , Research Reports, 0
It’s a new year, and come Monday, a new month as a typical February month is found for little...
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Pantheon Macro: U.S. Economic Monitor
Seth Golden, , Research Reports, 0
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
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Why rising rates and a flatter curve signal a potential downturn
Seth Golden, , Research Reports, 0
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
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J.P. Morgan: Stay Long Risk, But Add Hedges
Seth Golden, , Research Reports, 0
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
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