Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags involved between changes in monetary policy and changes in economic conditions suggest policy will not become a meaningful restraint to growth in 2022, so real growth is likely to remain above trend and inflation high, in our view. The steepening yield…
Merrill Lynch: Expansion Cycle & Earnings Growth Will Continue
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Moody’s Analytics: A “Slowsession”
Seth Golden, , Research Reports, 0
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
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Tis The Season To Turn…
Seth Golden, , Research Reports, 0
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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Weekly State of the Market: Macro Still Strong, Market Still Weak
Seth Golden, , Research Reports, 0
The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...
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The Leuthold Group: The Small Cap Slump: Deep Or Wide?
Seth Golden, , Research Reports, 0
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
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Morgan Stanley: It’s Not A Bubble, It’s Not
Seth Golden, , Research Reports, 0
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
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Geopolitical Concerns Weigh Heavily Ahead of Holiday Shortened Trading Week
Seth Golden, , Research Reports, 0
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For...
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Equity Markets Building Momentum Off Technical Bottom: Events of The Week
Seth Golden, , Research Reports, 0
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
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Will The S&P 500 Fall Further In August?
Seth Golden, , Research Reports, 0
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
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