A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the near term, it means we are likely to move out of the early cycle leadership toward mid-cycle which comes with a move up the quality curve, too. Running with the Bulls. At this point, the bullish narrative of a recovering/reopening economy…
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
MARKETS AND INVESTING: November 22, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Plentiful Jobs...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
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