Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
2023 and how it started: After a bear market in the prior year and January Indicator Trifecta is 3-for-3...
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
A tortured heart does not sleep altogether well, and so I spent most of my waking hours publishing the...
Welcome to another trading week. In appreciation for all of our Basic Membership level participants and daily readers of...
Nobody, not once, not ever, said it would be easy to make money in the financial markets as an...
Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer...
Since our publication of Cost of Higher for Longer in February, we have seen interest rates across the curve...
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
