Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us, this is an ideal right “in the middle” jobs report, showing jobs improving versus last month, but neither too strong or weak to drive a shift in the economic view. Disappointingly, equities…
Weekend Thoughts From Around Wall Street
A financial market resource for the every-day investor and trader.
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Can Q1 Earnings Vault The S&P 500 Over Geopolitical Concerns
Seth Golden, , Research Reports, 0
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
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Merrill Lynch: Excessive Consumer Demand
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Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
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Investor Returns Won’t Prove Easy Hence Forth
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After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
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Staying The Course Through The Chop & Slop
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Who could have predicted 🔮 this past Friday’s intraday price action and how the day ultimately concluded? Well, calling...
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Uncertainty Is Only Temporary For Markets
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This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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Late Cycle 2023 Roadmap Video
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Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
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A Defensive Rally With A Dreaded Yield-Curve Inversion
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The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
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J.P. Morgan COVID-19 Forecasts
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Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...