Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the...
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final...
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job...
Welcome back to the Finom Group weekend macro-market Research Report! As a heads-up, I (Seth Golden) will be flying...
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak....
Good weekend Finom Group investors and traders! This is our “off-reporting” weekend. Please take some time to read our...
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
by Jim Paulsen, The Tush Push has become a popular play among both NFL and college football teams. ...
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
If you would like to watch this week’s video blog, please feel free to click the provided link! Have...
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
Welcome Finom Group investors and traders! During our off-reporting weekend, we offer the latest insights and analysis from Wall...
This coming week is the most important week for August 2024 because of the Jackson Hole Symposium and Fed...
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
