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Morgan Stanley’s 2025 Macro-Market Outlook
A financial market resource for the every-day investor and trader.
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KKR’s 2023 Outlook
Seth Golden, , Research Reports, 0
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
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Analysts Dissect All The Moving Parts
Seth Golden, , Research Reports, 0
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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Geopolitical Risks Abate At Year-End: Sideways, Higher or Lower From Here?
Seth Golden, , Research Reports, 0
The trading week that was ended in a manner that many may have not anticipated. As we read this...
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Market and Volatility Commentary: Global Quantitative and Derivatives Strategy
Seth Golden, , Research Reports, 0
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
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Goldman Sachs Tactical Flow-of-Funds: August – On Correction Watch
Seth Golden, , Research Reports, 0
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
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Will A New Month Find S&P 500 With A Strong Q1 End And 4,000?
Seth Golden, , Research Reports, 0
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
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