By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth is on a slowing trajectory as the Federal Reserve’s (Fed) aggressive liquidity tightening increasingly squeezes bank lending appetite, consumer spending, business expansion plans and corporate pricing power. Indeed, the data’s pattern of change over the past year has validated the predictive…
Merrill Lynch: Preparing For Growth Slowdown and Debt Ceiling
A financial market resource for the every-day investor and trader.
-
Entering the 2nd Half: Some Useful Data To Keep Front Of Mind
Seth Golden, , Research Reports, 0
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
-
Wall Street Firms Have Mixed Feelings About Macro-Markets
Seth Golden, , Research Reports, 0
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
-
Fund Flows, Market Breadth & Price Action All Looking Up
Seth Golden, , Research Reports, 0
We are off to a spectacular year in the markets with the S&P 500 (SPX) up roughly 3.5% since...
-
Trade Feud Escalates: COME ON!
Seth Golden, , Research Reports, 0
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
-
Leuthold Group Takes A Look At What’s Ailing Small-Caps
Seth Golden, , Research Reports, 0
Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...
-
Weight Of The Evidence Pushes Markets In One Direction
Seth Golden, , Research Reports, 0
Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
-
Merrill Lynch: Capital Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
-
Weekly State of the Market: 11/6/2020
Seth Golden, , Research Reports, 1
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00