US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months, we have been aggressively pushing the upside case for equities (Market Update Mar’20). Going into this year, we argued for a continued melt-up with S&P 500 reaching 4,000 in 1Q and the majority of the upside to our year-end PT of…
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
As the recovery from the 2018 correction continues, we evaluate price action through visual charts to determine what moves...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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