Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are, so their neuroticism and paranoia will be vindicated. But this perspective is not conducive to successful investing! If you would like to watch our Weekly State of the Market video, please click the provided link. Reminder, this is our “off weekend”,…
by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
Welcome back to the Finom Group weekend macro-market Research Report! As a heads-up, I (Seth Golden) will be flying...
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
by Jim Paulsen, The Tush Push has become a popular play among both NFL and college football teams. ...
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
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