The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting excited about the reopening, we are getting more concerned about (1) execution risk and (2) what’s already priced in.First, on the execution front, there’s growing evidence that supply remains a problem for many companies, just as demand is picking up. These…
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
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