Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree not seen since at least the 1970s. Low inventories and high inflation pressures are also symptoms of the underlying source of these capacity limit problems. While there are both temporary short-term constraints and long-term structural shifts exacerbating the problem, the main…
Merrill Lynch: Market Outlook
A financial market resource for the every-day investor and trader.
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Gross Margins Alarmingly Continue To Contract In Q1 2017 For Bed Bath & Beyond
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If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
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J.P. Morgan Special Report: Wait for it
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2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
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Gold vs 1360: Round 4
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NDR 2020 Election Handbook
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In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
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Value Squeeze: J.P. Morgan Team
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US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
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Wall Street Sees Rally Continuing in December
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Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
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J.P. Morgan 2020 Outlook
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Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
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Weekly State of the Market: Rally Hits The Seasonal Wall
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“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
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