Archive for category: Research Reports

Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...

Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...

Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...

Another quick snapback for markets after breaking a 5-week win streak for the S&P 500 (SPX) and 8-week win...

If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...

The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether...

By J.P. Morgan Wealth Management There’s no shortage of worries batting around: the Fed is holding resolute on its...

Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...

Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...

With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....

As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...

Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...

The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...

Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...

 Key takeaways  Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...

Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...

“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...

Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...

Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...

Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...

We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...