Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems misplaced given they were never pricing in a material risk of failure to raise the ceiling to begin with, and as negotiations are far from complete. Even aside from the debt ceiling issue, we maintain that the risk-reward for equities is…
The J.P. Morgan View – Global Asset Allocation: Add to cash and gold
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Weekly State of the Markets: 6/14/2019
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. In this week’s SOTM we...
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RBC Capital Cycle & Trend RoadMap December 2023
Seth Golden, , Research Reports, 0
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in...
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Finding Market Bottoms
Seth Golden, , Research Reports, 0
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
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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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J.C. Penney Q1 2017 Preview: What To Look For
Seth Golden, , Research Reports, 0
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
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The Leuthold Group: Inflation: Following The Script?
Seth Golden, , Research Reports, 0
We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...
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Bulls Charge Ahead of FOMC and FAANMG
Seth Golden, , Research Reports, 0
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
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