S&P 500
Macro
Markets
JPMorgan’s S&P 500 Cut Signals Institutional Pivot on Oil Transmission Mechanics
Target reduction to 7,200 flags systematic mispricing of demand destruction, margin compression, and geopolitical AI infrastructure risk.
Macro
Markets Follow Predictable Patterns Through Recessions, Historical Data Shows
BCA Research analysis demonstrates that US recessions average 10 months, bear markets decline 32%, and recoveries deliver 40% returns within 12 months of market lows.