While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on. There is also push back on our call for lower valuations and some of our specific relative value trades. Finally, investors are more bullish on the earnings outlook for next year. Some,gradual, buy in to the mid-cycle transition. We laid out…
And oh what a week it was… if you went into the week under the impression that new S&P...
Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...
Who could have predicted 🔮 this past Friday’s intraday price action and how the day ultimately concluded? Well, calling...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak....
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
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