Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Research Report Insight #1 The benchmark index fell ~1% for the month, breaking from the typical seasonal pattern. February...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
Welcome to Finom Group’s weekend data Mash-up at February’s month-end. With one week left in the trading month, the...
By Marty Makary of the Wall Street Journal Amid the dire Covid warnings, one crucial fact has been largely ignored:...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com...
The strong start to the year for risk assets was upended in the final week of January, as the...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
by Matthew Famiglietti and Carlos Garriga Since the mid-1990s, the Federal Reserve System has either implicitly or explicitly had an...
Once every quarter, Finom Group releases its weekly Research Report to the public. To receive our Research Reports and...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
On Monday, SocGen’s equity derivatives team cautioned that in addition to possible “further de-grossing in hedge fund balance sheets,”...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com...
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
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