Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto over the weekend, are weighing on investor sentiment and driving the market lower. However, we believe rates market repricing went too far and the Fed will surprise dovishly relative to what is now priced into the curve. The move in markets…
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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