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Fundstrat: The Final Quarter of 2023, Not The Final Quarter of Bull Market
A financial market resource for the every-day investor and trader.
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
Seth Golden, , Research Reports, 0
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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Weekly Warm-up: PMIs and Earnings Will Ultimately Determine the End of the Correction
Seth Golden, , Research Reports, 0
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
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Marko Kolanovic/J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
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J.P. Morgan Tackles The Debate & Positive Test For POTUS
Seth Golden, , Research Reports, 0
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
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Morgan Stanley: Weekly Warm-up: When Uncertainty Is High, Price Reigns…Which Side Are You On?
Seth Golden, , Research Reports, 0
Fiscal constraints limit policy response at a time when cyclical risks persist. Market breadth reflects this dynamic as the...
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A Pause/Consolidation That Refreshes The Bull ?
Seth Golden, , Research Reports, 0
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
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Macy’s May Be Acquired, But It Begs For Greater Logic
Seth Golden, , Research Reports, 0
A rumor has recently surfaced regarding the possibility, not the probability, but the possibility of Macy’s (M) selling itself....
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Poor October Setup, Good Year-end Rally Probabilities
Seth Golden, , Research Reports, 0
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
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