Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent sharp move higher in interest rates, we maintain that markets are overpricing recent good news on inflation and are complacent of risks. Equity markets appeared to read this month’s central bank meetings as dovish, while dismissing the weak Q4 earnings and…
If you want a misleading headline to take a stock higher, the recent power rankings in the Apple (AAPL)...
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
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