Archive for category: Research Reports

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....

Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...

Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...

Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...

As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...

Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...

Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...

Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...

Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...

To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...

Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...

One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...

Weekly Warm Up: Big Drop Signals Changing Dynamics Last week’s decline was technical in nature but fundamentally triggered. We...

“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....

After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...

What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...

Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...

Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...

While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....

We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...

IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...