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Ned Davis Research: Now Overweight For Year End Rally
A financial market resource for the every-day investor and trader.
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Weekly Warm-up: Operating Leverage Cuts Both Ways as Inflation Peak Signals Margin Risk
Seth Golden, , Research Reports, 0
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
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Weekly State of the Market: WHAT IF,…IT’S. ALREADY. PRICED…?
Seth Golden, , Research Reports, 0
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
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Merrill Lynch: Preparing For Growth Slowdown and Debt Ceiling
Seth Golden, , Research Reports, 0
By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth...
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Weekly State of the Market: The Lows and Highs
Seth Golden, , Research Reports, 0
Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...
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Iran/U.S. Conflict: Just What the Bull Needs For A Rest?
Seth Golden, , Research Reports, 0
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
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Weekly State of the Market: Market Trends 2/11/2021
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
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J.P. Morgan: Still too early to own duration
Seth Golden, , Research Reports, 0
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...