Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus is extending the repricing of risk premia across financial markets. For us, the direction of risk premia is unambiguously higher in Bonds (high breakevens, steeper curves), but lower in Equities, HY Credit and Commodities (less earnings, default and inventory risk) and…
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
Welcome Finom Group investors and traders! During our off-reporting weekend, we offer the latest insights and analysis from Wall...
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
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