By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes over the past year quickly brought housing activity to its knees, as it’s typically the first sector to feel the effects of tightening monetary policy. The economy tends to experience a broader effect with a delay, and as the recent banking…
Merrill Lynch: Credit Restraint And Grinding Macro-Market Outlook
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A Flattening Yield Curve, Tech Earnings and GDP Await Investors
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The prior week for equity investors and the major averages was shaping up to be a strong week that...
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Weekly State of the Market: Tis The Season-als
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Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
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Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
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Weekly State of the Market: Oversold Conditions Developing With Sentiment Plunging
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In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
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Weight Of The Evidence Pushes Markets In One Direction
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Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
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Goldman Warns, BlackRock Shows It’s Bullish Side & Earnings Rise
Seth Golden, , Research Reports, 0
After an outside reversal trading day last Friday that found the Nasdaq going from up 1% to negative .23%...
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Investors Wager Into The Eye of the Seasonal Storm
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Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
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