Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going to explore the big picture perspective, as the decade (2020s) roll forward. Investors should be aware of how the market tends to respond or become guided by the 4-Year Presidential Cycle. If you would like to watch this week’s extended State…
Welcome back Finom Group traders and investors. As most are aware, the rollercoaster ride that is the 2022 investing...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
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