by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that the presidential and Senate races will be closely contested and decided, by voter reaction to the president’s handling of nationwide protests in May and June, and by how well the U.S. economy’s reopening is managed.Based on current polls, we view the…
Weighing the impacts of a potential watershed election
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J.P. Morgan View: CPI release is a positive, but recession risks remain high!
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Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
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Lead Biotech Analysts Updates Vaccine Forecast
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Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
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J.P. Morgan: Yields & Equities
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Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
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New York Times Takes Aim At The Volatility Trade And Trading Crowd
Seth Golden, , Research Reports, 0
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
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Weekly State of the Market: It Ain’t Perfect, But It Ain’t A Recession
Seth Golden, , Research Reports, 0
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
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