Welcome to Finom Group! The following data and analytics are extrapolations from our weekly macro-market Research Report dated November 3, 2024 and titled “Will Markets Vote For More Gains?” The content serves as a sample, from within the full scale report, and not the complete Report. The content is, in part, an aggregation of researched points…
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week ended November 1st. The Sentiment factors moved up a notch to -3, while numerous downgrades within the Technical work were not quite enough to knock that category’s reading down from a solidly bullish tally of +4.…...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to be working to “fight the Federal Reserve.” He coined the phrase bond vigilanteism. As the Fed was cutting rates “on and off” from 1984 – 1988, often times the long end of the Treasury yield-curve would…...
Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job and shove it indicator” also declined. Even still, as much as the US labor market continues to cool, it remains in decent shape. This is overall bullish for US equities as some weakness allows the Fed…...
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Welcome back to the Finom Group weekend macro-market Research Report! As a heads-up, I (Seth Golden) will be flying solo this weekend as Edward Cordoba is fine tuning the official Quantitative Analysis Workshop Almanac materials. Any misspellings and grammatical faux pas should be overlooked; fair warning 😉 ! After a 6-week winning streak in the…...
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh year, and investors are wondering if the Fed’s easing cycle will finally be enough to bring them back to life. Small caps began the new millennium with a long run of outperformance; once the aftermath of…...
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak. Historically, this kind of bullish trend is very good both in the interim and long-term as outlined in the table below from Steve Deppe: To watch this week’s video, please feel free to click the provided…...
Good weekend Finom Group investors and traders! This is our “off-reporting” weekend. Please take some time to read our 3rd Party research, which includes analysis from The Leuthold Group, Fundstrat, and Merrill Lynch. Have a great weekend and be on the lookout for our latest video on YouTube. We’ll see you back here next weekend,…...
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