Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as we called for last week. COVID cases continue to decline (falling by ~28% in the US and ~13% globally over the past week), which we believe remains the main driver of risk markets, and this trend is likely to continue in…
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
This coming week is the most important week for August 2024 because of the Jackson Hole Symposium and Fed...
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
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