Updates – Strategy

Goldman Sachs Sees ‘Very Plausible’ Path to Avoid US Recession

November 7th, 2022|

Alex Tanzi BloombergNovember 7, 2022 Bank maintains odds of a recession at 35% in next 12 months Average probability among Wall Street economists is at at 60% Goldman Sachs Group Inc.’s top economist said there’s still a “very plausible” path for the US economy to avoid a recession despite the Federal Reserve’s aggressive tightening of

Treasuries Extend Rally as Investors Go All In on Dovish Pivot

October 27th, 2022|

Alyce Andres BloombergOctober 27,2022 The Treasury market’s rally off Friday’s low continues for a fourth day. That bodes well for a continued extension of this tactical rally. Investors are going all in on the potential for the Fed to deliver a dovish pivot after soft details in the US 3Q GDP report and expectations for significant slowing in the European growth

Stocks likely bottomed this month following the September inflation report as investors scramble to exit the bear market, analyst says

October 21st, 2022|

Carla Mozee Business InsiderOctober 21,2022 Stocks likely reached a bottom on the day of the S&P 500's big swing sparked by the September inflation report, said Carson Group. "The action last Thursday had some of the hallmarks of a capitulation low," chief market strategist Ryan Detrick said. October may still prove to be a bear-market

Looking for a Low: Capitulation Update Read Research Report: Stock-Market Checklist Shows Patient Is Flagging

October 18th, 2022|

Gina MartinBloombergOctober 17,2022 S&P 500 Capitulation Signals Have Emerged, Hinting at BottomContributing Analysts Gillian Wolff (Strategy)(Bloomberg Intelligence) -- A short-term sentiment washout occurred with the recent rout in stocks, as breadth and momentum signals are joined by correlation and options positioning to build a body of evidence that a longer-term low may be in the

The Time to Buy the Dip Is Fast Approaching — for One Country

October 17th, 2022|

Edward Harrison Bloomberg October 16, 2022 (Bloomberg)-- Investors are looking beyond a looming global recession and they see one country – and its financial markets – emerging strongest on the other side. US stocks and bonds will lead the way out of the current wave of market turmoil, according to respondents in the latest MLIV Pulse survey. Meanwhile they reckon it’s

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