The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting a recession for quite some time. The possibility first came into focus in the spring of 2022, and we believed a recession could be imminent as long as a year ago. That raises two questions. How has the recession proven elusive…
Recession questions / New headwinds / 2024 election / Q3 GDP / Inflation backs up / Hawkish pauses
A financial market resource for the every-day investor and trader.
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Weekly State of the Market: Downtrend Persists
Seth Golden, , Research Reports, 0
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
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J.P. Morgan: Stay Long Risk, But Add Hedges
Seth Golden, , Research Reports, 0
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
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Weekly State of the Market: Bond Yield Breakdown
Seth Golden, , Research Reports, 0
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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J.P. Morgan: Yields & Equities
Seth Golden, , Research Reports, 0
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
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Tim Cook Was Wise Not To Disclose ASP For Holiday Apple Watch Sales
Seth Golden, , Research Reports, 0
What’s the reality concerning Apple Watch sales?Notice how Apple’s CEO (AAPL) Tim Cook made no comment on the average...
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Are Investors Living On the Edge Right Now?
Seth Golden, , Research Reports, 0
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
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Onward and Upward in 2020?
Seth Golden, , Research Reports, 0
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
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