If you would like to watch our weekly State of the Market video, please click the provided link . Have a great trading week and be on the lookout for this weekend’s macro-market Research Report! Morgan Stanley team: No economic recession, but rather EPS recession. Sell stocks, buy bonds with yield-curve inverted 1H2023. 2H market recovery to 4,000 JP…
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
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