Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this is more about a payback in demand. We reiterate our defensive tilt and remain underweight discretionary and most cyclical sectors. Inventories not as low as consensus believes. Is the US consumer fading? Never bet against the US consumer’s willingness to spend…
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
A big WELCOME BACK to all of our Finom Group members, as we kick-off another monthly cycle of Research...
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
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