Weekly State of the Market: Defensives Lead Into Peak Inflation Spells Bearish Outcomes?

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...

1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...

They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...

Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...

2021 has produced another year of above average returns for the major US indices. However, under the surface it...

Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...

U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...