The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended in the red. As we enter the last month of the “Best Six Months” to own stocks, the market logged its first down quarter in 2 years, since the beginning of the pandemic. Going back to 1930, Q1 was positive 55…
A Defensive Rally With A Dreaded Yield-Curve Inversion
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Merrill Lynch: Monetary Tightening Full Speed Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
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Is the Bottom In?
Edward Cordoba, , Research Reports, 0
Last week we took a look at the price action of the S&P 500 after a very volatile week....
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Ready… Or Not; Data-Driven Fed Holds The Cards
Seth Golden, , Research Reports, 0
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
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Are the Bulls For Real?
Seth Golden, , Research Reports, 0
Many investors and traders were left feeling quite dejected the previous week, as a 6-week losing streak for the...
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Weekly Warm-up: Is the US Consumer Fading?
Seth Golden, , Research Reports, 0
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
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Merrill Lynch: 10 Reasons To Stay Long U.S. Equities
Seth Golden, , Research Reports, 0
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
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The Leuthold Group: The Small Cap Slump: Deep Or Wide?
Seth Golden, , Research Reports, 0
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
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