1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for US stocks was punctuated by a brief growth scare in June, although valuations never reflected the true risk to earnings, in our view. Today, we quantify that risk and cut EPS forecasts. Fire and Ice Part 2…Fire and Ice has proven…
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
The Major Trend Index held at a neutral reading of zero in the week ended December 22nd. Bullish market...
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 look...
With consecutive down weeks for the markets and the manner in which this past Friday played out for investors,...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Welcome back Finom Group investors and traders! A 3-week decline and then a 3-week rally; what does it mean?...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
