Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks ease. The retail inventory to sales ratio has ticked up from the Oct 2021 trough, yet it is still below the 2011-2019 average. That said, the story varies across sectors. At one extreme, general merchandise stores are overstocked but the good…
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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....
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For...
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
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