With dark clouds hanging over the new year, investors should plan ahead by focusing their stocks to buy on relevant market ideas. More
Articles
Why Does Japan’s Bond Market Matter?
The significance of the BoJ’s yield-cap increase … what could it mean for global risk asset prices? … our technical experts’ take on a “Santa Claus Rally” … their short-term forecast One of the biggest headlines of the week came from a shocking move by the Bank of Japan (BoJ).As we covered here in the Digest,… More
Beating the Holiday-Market Blues
“Santa Claus” rallies, holiday back-and-forth market activity, and trying to figure out how you’re going to fit everyone’s cars in your driveway this weekend are only a few of the concerns traders are faced with as we head into Christmas. Still erring on the side of caution, we do however see that some new risks… More
The S&P in 2023: Down 34% or Up 25%?
Analysts predictions were especially bad in 2022 … how are they shaping up for 2023? … unexpectedly good news about U.S. consumers spirits … an Eric Fry free pick … oil in 2023 Analysts’ estimates for where stocks will trade 12 months ahead are usually pretty awful. But in 2022, analysts took their awfulness to… More
