Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer our members 3rd party macro-market analysis to consider going into each and every trading week. Here are the latest thoughts and analysis from Merrill Lynch to consider. Have a great weekend! Macro Strategy—As we transition into the mid-cycle of this economic…
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
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