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The Outlook: SPX and China
High level equity market thoughts looking out 6-18 months.
Oct 21
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The Carter
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The Outlook: SPX and China
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The Outlook: Increasingly Bullish
Discussion
Jul 16
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The Carter
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The Outlook: Increasingly Bullish
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The Outlook: Bullish Across the Board, but...
With the structural (2 years) and cyclical (12 months) outlooks for the S&P 500 solidly bullish, the biggest question is the tactical (8 weeks…
Apr 13
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The Carter
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The Outlook: Bullish Across the Board, but...
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The Outlook: Contemplating the Path to Fiscal Hell
For the record, this contemplative piece has nothing to do with today’s cross-asset market price action, as I started writing last night.
Apr 1
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The Carter
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The Outlook: Contemplating the Path to Fiscal Hell
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The Outlook: A Perfect Bullish Storm. However…
Why the AI boom (in addition to large-scale and persistent fiscal stimulus) is likely to underwrite SPX 6000-7200+ in the coming years…assuming…
Mar 3
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The Carter
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The Outlook: A Perfect Bullish Storm. However…
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The Outlook: Downgrading the Cyclical Outlook
TIPS break-evens have slammed shut the door to upside beyond the 4818.62 SPX ATH in the near-term. Breadth divergences point lower, but downside likely…
Jan 18
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The Carter
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The Outlook: Downgrading the Cyclical Outlook
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SPX Market Outlook: November 28, 2023
The Outlook to May 15, 2026
Nov 28, 2023
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The Carter
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SPX Market Outlook: November 28, 2023
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SPX Market Outlook: December 1, 2020
Rationally Exuberant Through 2023 (At Least). Don't Get Bearish Until the Fed Pulls Back
Nov 25, 2023
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The Carter
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SPX Market Outlook: December 1, 2020
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SPX Market Outlook: November 29, 2022
Navigating the Return to Normal
Nov 14, 2023
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The Carter
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SPX Market Outlook: November 29, 2022
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The Outlook: Chopping into Recessionary Bear Market
If the 20% initial claims trigger flags by March 2024, history suggests SPX will decline to circa 2700 by March 2025.
Oct 17, 2023
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The Carter
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The Outlook: Chopping into Recessionary Bear Market
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The Outlook: Bob and I are Now Aligned
Sep 6, 2023
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The Carter
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The Outlook: Bob and I are Now Aligned
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The Outlook: "It's the Flows, Stupid."
On watch for SPX 3000 by October 31, 2023.
Jun 20, 2023
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The Carter
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The Outlook: "It's the Flows, Stupid."
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