Recession In 2nd Half of 2023? CEOs Seem To Be Signaling That
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
Key Takeaways:
S&P 500 EPS growth for Q2 2023 is...
The End of an Era For Stocks, Warns The Fed
A recent whitepaper by the Federal Reserve warns of “significantly lower profit growth and stock returns in the future.” In his article, End of an...
CPI, Bonds, Inflation: What’s Next For Stocks and Gold?
For today’s market update, I am providing an interview (video) I did on Real Vision with Ash Bennington.
Herein we cover the following topics:
CPI Inflation...
Bank Earnings Analysis: JP Morgan versus Goldman Sachs
JP Morgan kicks off earnings season this Friday July 14th.
Goldman Sachs does not report until next week July 19th.
This is an auspicious time for...
Economic Modern Family ETFs: Retail Sector (XRT) Takes a Bow
Sometimes it is just that simple.
The Economic Modern Family has had its share of rotation.
By rotation this year, we mean that while Semiconductors wowed, Regional Banks...
Who Wins? Bank Stocks versus Interest Rates
It's always nice to see bank stocks leading the market higher... but it doesn't always work out that way.
Which is why we always let...
Market Update: Earnings, Inflation, Yield Curve and A July Reset
I appeared on Yahoo Finance this morning with Brad Smith and Diane King Hall as a contributor/guest host.
Here are the topics we covered:
Jobs Report
Yield...
Sell in July and Go Away? Stock Market Calendar Range Reset
One of the most interesting things about July in the market is the biannual reset of the 6-month calendar range.
Here is a chart of...
Financial Markets Forecast: A Glimpse at the Next 6 Months
With last week's strong economic stats and inflation basically flatlined, many believe there will be a soft landing and no recession.
However, there are stats...
Treasury Yield Curves Inversion: Is This Time Different?
Leading economists, Federal Reserve Presidents, and most investors pay close attention to the shape of Treasury yield curves. They follow them, not necessarily because...
