US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the near-term; however, medium- to long- term setup remains highly favorable for Large Cap, Secular Growth and Low Vol stocks. Growth versus Value is yet again becoming a highly debated topic among investors. Going into 2020, Value was poised for a strong…
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
Good weekend Finom Group investors and traders! This is our “off-reporting” weekend. Please take some time to read our...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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