IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means monetary policy is shifting from a headwind to a tailwind in 2020. The pattern of the U.S. business expansion over the past 10 years shares many similarities to the previous longest expansion in the 1990s. Like that episode, we believe the…
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
Fiscal constraints limit policy response at a time when cyclical risks persist. Market breadth reflects this dynamic as the...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
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