Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds took the message in stride, stocks seemed to be shocked by the messaging. The path for stocks from here will be determined by earnings, where we still see material downside. Unfinished business for theFed…While the Fed’s messaging from its annual meeting…
Morgan Stanley: Weekly Warm-up: Fed Hits Stocks but the Larger Risk Remains Earnings, Not Rates
A financial market resource for the every-day investor and trader.
-
Merrill Lynch 2021 Outlook
Seth Golden, , Research Reports, 0
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
-
The Worst Month For Capital Returns In Focus
Seth Golden, , Research Reports, 0
Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...
-
End of Year Earnings Outlook And More…
Seth Golden, , Research Reports, 0
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
-
J.P. Morgan’s Quant Team 2024 U.S. Equity Outlook
Seth Golden, , Research Reports, 0
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
-
Weekly State of the Market: Credit Crunch Or Just Another Headwind?
Seth Golden, , Research Reports, 0
If you came to the markets in 2008, that you likely will relate everything since and to come to...
-
Weekly State of the Market:
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
-
-
Weekly State of the Market: Houston, We Have Tailwinds
Seth Golden, , Research Reports, 0
“The speculator fights his own good sense, struggles against his own will … and is at odds with his...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00
Comments are closed.