Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning point in relative performance between European and U.S. equity markets. European Equities had largely kept pace with the U.S. for much of 2024. But returns across the two regions have diverged in the wake of the EU vote and particularly in…
Merrill Lynch: Markets Hot, Consumer Just Cool, Calm, & Collected
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Comey’s Testimony, European Central Bank & U.K Snap Election May All Produce Greater Volatility This Week
Seth Golden, , Research Reports, 0
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
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The Beginning of the End of Easy Money is Starting to Look Overpriced
Seth Golden, , Research Reports, 0
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
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Weekly State of the Market: Through The Window
Seth Golden, , Research Reports, 0
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
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Setting Up The Compounding Effect
Seth Golden, , Research Reports, 0
Midterm election years are difficult trading years, but reliably strong investing years, as they setup the compounding effect. More...
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Morgan Stanley: Challenged Recovery, Fed Disappoints:
Seth Golden, , Research Reports, 0
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
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Bank of America: The Sell Side Indicator (SSI)
Seth Golden, , Research Reports, 0
Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer...
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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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From Crisis to Resolve in 2019? Markets Favor The Latter
Seth Golden, , Research Reports, 0
Languishing over the 2018 market won’t do investors any good, but it is important to reflect on what made...
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