By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth is on a slowing trajectory as the Federal Reserve’s (Fed) aggressive liquidity tightening increasingly squeezes bank lending appetite, consumer spending, business expansion plans and corporate pricing power. Indeed, the data’s pattern of change over the past year has validated the predictive…
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
Good Wednesday morning Finom Group investors/traders! As we welcome newer members at this time of year, please consider that...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
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