This past week was yet another turbulent week for the major averages, but they managed there best week in over a month and since peaking in September. The S&P 500 (SPX) and Dow (DJIA) gained 2.8% and 2.1% for the week, respectively. The Nasdaq (NDX), meanwhile, rose 0.7 percent. The chart below shows the daily change in S&P 500 for…
S&P 500 Met With Headwinds and Tailwinds This Week: Which Way?
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Morgan Stanley: Reaching Herd Immunity
Seth Golden, , Research Reports, 0
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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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: 12/3/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
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February Auto Sales will Mark a Turn in the Data as the January Boost Fades
Seth Golden, , Research Reports, 0
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
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Weekly State of the Market: Some Great TIPS
Seth Golden, , Research Reports, 0
“I don’t think you can get to be a really good investor over a broad range without doing a...
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Fundstrat Remains Bullish on Small-Caps
Seth Golden, , Research Reports, 0
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
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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: It’s A Bull Fight
Seth Golden, , Research Reports, 0
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
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