Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is being challenged by a potential fiscal cliff, several universities deciding to move online and escalating political tensions. Breadth continues to narrow. On Friday, Apple contributed 105% of the total return of the Nasdaq 100 and S&P 500.For the week, the S&P…
Morgan Stanley: Challenged Recovery, Fed Disappoints:
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Merrill Lynch: Monetary Tightening Full Speed Ahead
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Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
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Nasdaq, Growth vs. Value And Inflation Fears Unfounded?
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Technically Improving, Yet Still Vulnerable
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Technically Vulnerable? For this week’s segment of “Looking at the charts/quants”, we’ll lead with the most perfect of quant...
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Weekly State of the Market: Why So Worried?
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“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...
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Leuthold Group: Market Signals Increase Exposure
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Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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Merrill Lynch On Housing And The S&P 500
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
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Deep Dives Demand Devotion and Endurance
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Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
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The Weakest Week: 3 More Headwinds?
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September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
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