Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support team will be enjoying the extended holiday weekend, so bear with grammatical errors in this weekend’s Research Report folks, as editing will not be on my agenda 🤪! Don’t worry, my first Bachelor’s degree was in Secondary English Education. Luckily, unedited…
One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
JPM Market Recap
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JPM Research Note
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