The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing investors to guesstimate the impact to demand, supply chain disruptions and credit. The Saudi/Russia oil price war that broke out over this weekend (oil collapsed by 25%, largest decline since ’91) turned an already fragile backdrop into a perfect storm for…
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...
Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
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