We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they typically last for years,not months or quarters. As such, we believe this bull market has a long way to run both in time and price. Our calls for a 10% correction in August and then again in October were under the…
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
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