With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster and more than expected. Defensives have been leading since mid-November, and that’s likely to continue until PMIs and earnings revisions trough. Winter is here…Investor attention should now turn away from the Fed and to the Ice part of our narrative –…
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
Sentiment: Plenty of believers = tactical risk in early 2024 Sentiment indicators such as Farrell Sentiment, asset manager S&P...
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
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