In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For the month of June, the Dow rose 0.1% while the S&P added 1.1% and the Nasdaq rose 1.3 percent. In the second quarter, the Dow gained 1.4%, the S&P was up 3.6%, and the Nasdaq gained 6.7 percent. The meager moves…
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
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