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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The Volatility Clouds Have Begun To Darken
Seth Golden, , Research Reports, 0
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
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Morgan Stanley: Brief Technical Notes
Seth Golden, , Research Reports, 0
Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
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At Resistance Levels, Our Eyes Are Wide Open!
Seth Golden, , Research Reports, 0
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
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Morgan Stanley Raises to 3,900 on $193 in Earnings
Seth Golden, , Research Reports, 0
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
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Weekly State of the Market: Market Malaise Manifests
Seth Golden, , Research Reports, 0
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
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From Bull To Bear And Back Again
Seth Golden, , Research Reports, 0
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
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S&P 500 Closes Above 2800 With Earnings Season Kicking Into High Gear
Seth Golden, , Research Reports, 0
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
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Morgan Stanley’s Weekly Warm-up: When Markets Question the “Higher Powers,” They Can Re-price Quickly
Seth Golden, , Research Reports, 0
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
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