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…
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Welcome Finom Group investors and traders! During our off-reporting weekend, we offer the latest insights and analysis from Wall...
Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
With consecutive down weeks for the markets and the manner in which this past Friday played out for investors,...
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
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