Equities

US Weekly Kickstart Report from Goldman Sachs

Goldman Sachs US Weekly Kickstart updates are available to our regular subscribers. Subscribe here or get a one week trial. Looking ahead after 4Q 2024 earnings season S&P 500 companies demonstrated healthy corporate fundamentals during 4Q 2024. Aggregate EPS grew 12% year/year, beating the consensus expectation of 8% growth at the beginning of reporting season. The median stock […]

US Equity Market Outlook 2020 – J.P.Morgan

Let’s take a look at J.P.Morgan’s house views explained in US Equity Market Outlook 2020, which was published in December 2019 – before all fears caused by Coronavirus started to influence the markets. Extract from the report: “In 2019 the market faced two key headwinds, drag from tighter monetary policy and a substantial increase in […]

As close to the market as you can get...