Thank you for joining us on this journey through the markets in 2021. To review the latest State of the Market video, click the following link! The worst 6 months of the year for market returns are May through October, so we are still in the thick of a potentially challenging period based on seasonality. “After a nearly 90% rally…
If you came to the markets in 2008, that you likely will relate everything since and to come to...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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