With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data. This week, however, we won’t be doing the same ole’ same ole’, as the saying goes. For many Finom Group members you likely have read our works throughout the year or heard our chief equity strategist Seth Golden offer the following…
At Trough Liquidity & Peak Hawkishness: Time-Payments
A financial market resource for the every-day investor and trader.
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Morgan Stanley: Weekly Warm-up: Policy Shifts Take Center Stage
Seth Golden, , Research Reports, 0
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
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Tech Earnings, FOMC, Nonfarm Payrolls and Volatility in Focus
Seth Golden, , Research Reports, 0
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
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J.P. Morgan: The other sting in the tail from fiscal policy; higher taxes and the Value rotation
Seth Golden, , Research Reports, 0
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
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Disinflation Hiccup or Derailed in 2024
Seth Golden, , Research Reports, 0
Welcome back to this weekend’s Research Report! This weekend’s Report is in PDF format due to issues the Host was having...
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Is The Bottom Nearing for S&P 500?
Seth Golden, , Research Reports, 4
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
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Weekly State of the Market: Diagnosing Drawdown For Opportunity
Seth Golden, , Research Reports, 0
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
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Oaktree Capital’s Howard Marks: What Really Matters?
Seth Golden, , Research Reports, 0
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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Merrill Lynch Monthly Capital Market Outlook
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
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