Archive for category: Research Reports

by Paul Christopher, CFA, Head of Global Market Strategy and Gary Schlossberg, Market Strategist Key takeaways We expect that...

Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...

Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...

The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...

This weekend is an off-reporting weekend, but we encourage our members to maintain a fluid understanding of the week-to-week...

During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...

Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...

After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...

US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...

IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...

Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...

Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...

The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...

Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...

Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...

Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...

On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...

Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...

US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...

After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...

On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...

Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...

The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...

Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...