While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the Fed’s next move and S&P 500 price. These factors appear to be dictating narratives and positioning. On that score, last week brought further risks to the consensus 4Q rally view. Fed is unlikely to come to the rescue proactively…With the Fed…
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
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