J.P. Morgan’s Michael Cembalest: Prognosis for an AI-Driven Equity Market

The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....

With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...

Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...

With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...

Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...

We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...