Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that include strong activity momentum pre-shock, supportive labor markets, an ending COVID headwind in DM, and easing China policy stance. The early stages of Fed tightening should not be seen as a negative for stocks, as equities tended to make new highs…
J.P. Morgan: Still too early to own duration
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Some Techs to Start the Trading Week
Edward Cordoba, , Research Reports, 0
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
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Relief Rally Over or Game On?
Seth Golden, , Research Reports, 2
On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...
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Merrill Lynch On Housing And The S&P 500
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
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Can Q1 Earnings Vault The S&P 500 Over Geopolitical Concerns
Seth Golden, , Research Reports, 0
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
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Weekly State of the Market: It’s So Bad, It’s Good?
Seth Golden, , Research Reports, 0
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
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Weekly State of the Market: Little White Lies
Seth Golden, , Research Reports, 0
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
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A Triple Top Spells The End of The Bull Market?
Seth Golden, , Research Reports, 0
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
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