The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve 2018 lows and finished the week with it’s strongest daily move of the week. Technically speaking, the S&P 500 has repaired a good deal that had broken down during the 20% drawdown, which occurred during the Q4 2018 period. With the…
Increased Liquidity Propels S&P 500 In Early 2019
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Weekly State of the Market: Recession Fears Hit Fever Pitch
Seth Golden, , Research Reports, 0
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
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Technically Muddling Until Debt Ceiling
Seth Golden, , Research Reports, 0
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
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The Melt-Up Persists And May Become Dangerous
Seth Golden, , Research Reports, 0
Good Sunday morning Finom Group members! As I (Seth Golden) remain on vacation through December, keep in mind that...
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Yardeni Research: Beryling Toward Rate Cuts
Seth Golden, , Research Reports, 0
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
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Pantheon Macroeconomics: 1H 2024 In The United States
Seth Golden, , Research Reports, 0
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
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Rough Markets, Tough Crowd
Seth Golden, , Research Reports, 0
If you would like to watch this week’s video blog, please feel free to click the provided link! Have...
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KKR’s 2023 Outlook
Seth Golden, , Research Reports, 0
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
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Q1 2019 Earnings & Volatility Positioning
Seth Golden, , Research Reports, 0
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
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