It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more and more anxious about the state of the market. I’ve seen a lot of different types of bull and bear markets in my 24 years, but this bull market is producing a great deal of nonsensical bearish narratives… by the bears….
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
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