Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think that the full hit from the Fed’s actions have already worked through the economy. Existing home sales have hit bottom and likely will rise a bit in Q1, but prices have a long way to fall. Don’t Fall for Claims that…
Pantheon Macro: U.S. Economic Monitor
A financial market resource for the every-day investor and trader.
-
Many Investors Didn’t See This Coming: What’s Next?
Seth Golden, , Research Reports, 0
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
-
Weekly State of the Market: Shallow Pullbacks and Narrow Breadth
Seth Golden, , Research Reports, 0
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
-
Wells Fargo: Stage 2 of V-Shaped Recovery
Seth Golden, , Research Reports, 0
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
-
How much could AI boost US stocks?
Seth Golden, , Research Reports, 0
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
-
J.P. Morgan: Add to risk as a lot of negativity is already priced in
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
-
J.P. Morgan’s Marko Kolanovic: Remain Bullish
Seth Golden, , Research Reports, 0
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
-
Weekly State of the Market: Holding Historic Precedence
Seth Golden, , Research Reports, 0
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
-
Marko Kolanovic/J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00