Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the first half of the year. The median stock remains expensive even though the most egregiously priced stocks have corrected. Focus turns back to earnings for picking winners from here. New Fed forecast means valuation reset happens faster and sooner. With our…
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
Good Sunday morning Finom Group members! As I (Seth Golden) remain on vacation through December, keep in mind that...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in...
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