The long since herald and feared tariff inflation impact has arrived, and will more than likely take center stage in upcoming monthly Consumer Price Index (CPI) and Producer Price Index (PPI) reports, with lesser headlined Personal Income and Expenditures (PCE) reports. While no longer plausible or factual to deny that tariffs are not just a…...
You just can’t keep a good bull market down! Welcome back to this weekend’s macro-market Research Report and with the S&P 500 (SPX) ever so narrowly missing the achievement of its 16th all-time high this past Friday by less than .005ppts. It was just 2 weeks ago that a significant Friday fallout, on the heels…...
During our off-reporting weekend, we encourage Finom Group investors/traders to consider some of our chronicled analysis as well as 3rd-Party Research offerings outlined. Markets finally had their -1%+ down day after a protracted and steep uptrend. The major averages have also finally ended their streak above the 20-day moving average. While headlines may prove dauntingly…...
It’s on everyone’s mind and what everyone is seemingly anticipating at this point in the year, given the extended market rally. “When will the pullback come and how big will it be?” We cannot answer such questions with precision, but only with probabilities. Active portfolio management is a real funny profession and life-long journey. There…...
Let’s not be in the business of looking a “gift-horse in the mouth”, so to speak. The market continues to outperform the expectations of the masses, failing to generate any meaningful or sustained pullback since the April 9th market low. Since then, the largest pullback has been a weekly -2.5% pullback a month ago now.…...
During this weekend’s off-reporting cycle, please consider the disseminations from around Wall Street and certain of our updates regarding the technical picture. I (Seth Golden) am back from vacation and look forward to seeing how the markets respond to the latest tariff headlines from this weekend and through an inflation data-packed week ahead. I have…...
Welcome back to the Finom Group macro-market Research Report and a happy 4th of July weekend to everyone! Investors are within one of the best market return periods of the calendar year, and the first couple of trading days of July are repeating history ahead of earnings season. I’m first reminding investors that markets do…...
On behalf of Finom Group, we are wishing everyone a joyous and safe 4th of July extended weekend! Please take some time to consider this week’s compilation of 3rd-Party Research and be on the lookout for this weekend’s proprietary macro-market Research Report. Half of the trading year is in the books, and we look forward…...
Not a prediction, but rather RECOGNITION! Our framework for the future is recognizing the probabilities, predicated on history. When we consider an S&P 500 price target objective for any given year or any given rolling 12-month period, it is not a prediction, but recognition of the data as analyzed through the lens of historic price…...
Good weekend Finom Group investors/traders. On our off-reporting weekend, please consider browsing the Wells Fargo 2025 Mid-Year Outlook amongst other analysts and strategists considerations as the first half of 2025 completes in the coming days. We’ll see you back here next week with our proprietary, macro-market Research Report! The Technical Take The short-term downtrend continues,…...
