Archive for category: Research Reports

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,...

If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...

In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...

Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...

The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...

The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....

This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...

Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...

US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...

Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...

2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...

Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...

After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...