‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs decelerating, earnings revisions deteriorating, and GDP growth contracted last quarter). The S&P 500 is still not priced for this backdrop, which we expect to continue. We’re in the midst of a hotter but shorter cycle in the US…The key implication here…
Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
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