Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a very narrow leadership, which is…
J.P. Morgan’s Quant Team 2024 U.S. Equity Outlook
A financial market resource for the every-day investor and trader.
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48 Record Highs For S&P 500: What’s Your Game Plan?
Seth Golden, , Research Reports, 0
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
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Weekly Warm-up: Operating Leverage Cuts Both Ways as Inflation Peak Signals Margin Risk
Seth Golden, , Research Reports, 0
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
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Weekly State of the Market: Bond Yield Breakdown
Seth Golden, , Research Reports, 0
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
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From Bull To Bear And Back Again
Seth Golden, , Research Reports, 0
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
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Leuthold Group: Market Signals Increase Exposure
Seth Golden, , Research Reports, 0
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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J.P. Morgan Special Report: Wait for it
Seth Golden, , Research Reports, 0
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
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The Unemployment Rate and Stock Market
Seth Golden, , Research Reports, 0
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...