Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital and Fundstrat with outlooks for the economy and markets below. This coming week is a holiday shortened trading week, as the markets will be closed on June 19, 2024. It is also a monthly and quarterly, Quad-witching, Op/EX week, and we…
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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