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
A financial market resource for the every-day investor and trader.
-
An Uncertain Summer Ends, But Does A Favorable Fall Begin?
Seth Golden, , Research Reports, 0
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
-
Some Techs to Start the Trading Week
Edward Cordoba, , Research Reports, 0
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
-
Weekly Warm-up: Earnings Take Center Stage with Valuation
Seth Golden, , Research Reports, 0
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
-
-
Morgan Stanley’s 3 Themes Going Forward
Seth Golden, , Research Reports, 0
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
-
Morgan Stanley’s Weekly Warm-up: CPI Is Old News; Focus on Growth
Seth Golden, , Research Reports, 0
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
-
Brian Cornell’s Aim Has Been Way Off Target
Seth Golden, , Research Reports, 0
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
-
The Market is Safe, So Long As You Identify Its Pain Points
Seth Golden, , Research Reports, 0
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...