Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment slightly above pre-pandemic levels as 2021 progressed, with strong investment plans for 2022, especially in automation and production re-shoring. Still, big upside risks to consumer demand, logistical backlogs and labor shortages suggest supply may continue to lag demand, keeping upside pressure…
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
Boom! It just got “real”, as the kids say. The boom is the equivalent of the S&P 500 (SPX)...
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
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