This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening up wallets for the holidays as our survey suggested a few weeks ago. The question for investors is how long will it last? We make the case for a fade in 1H22. Primary push back is we are too bearish on…
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
And oh what a week it was… if you went into the week under the impression that new S&P...
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
