We might know and realize that all good things come to an end, but the markets’ winning streak continued in the month of October. The probability that the S&P 500 (SPX) winning streak would continue wasn’t as high as we would have liked it to be, but the trend for earnings growth remains robust and…...
Welcome back to this weekend’s macro-market Research Report! If you are new to Finom Group, please take the time to review previous weekend reports and last year’s published 2025 Outlook report titled “Keeping it 100%”. In mentioning last year’s published Outlook report, this is also a reminder that the upcoming 2026 Outlook report will published…...
Good weekend all, and with markets rebounding ahead of next week’s release of the all-important Consumer Price Index (Friday October 24th). I (Seth Golden) remain on vacation through this weekend in York, Maine. Monday I will be in New Jersey for a court hearing where I am a character witness in a divorce proceeding. I…...
Get ready to start your ENGINESSSSSS!! First, a gentile reminder that while Friday’s broad and steep market pullback reminded investors that risks and volatility are intrinsic market characteristics, such a pullback was inevitable and largely part of the Finom Group outlook for the Q4 2025 period. We had previously outlined quantitative data which pointed in…...
Good weekend Finom Group investors and traders. During our off-reporting weekend, please comb through our compilation of 3rd-Party Research Reports and updates on certain quants and technicals from Finom Group. We’ll be back next weekend with our proprietary macro-market Research Report and analytics. As we have arrived in Q4, the government shutdown carries onward with…...
Good weekend Finom Group investors/traders, and welcome back! Well, it looks like the economy is humming along and despite all the naysayers and doomsayers. The Finom Group economic outlook for 2025 did not include a recession, even as a growth scare of sorts materialized in Q1 and with a negative Q1 GDP result. The White…...
The last time the S&P 500 delivered a positive September was… last year. But before that you had to go all the way back to 2019, 2018, and 2017; three in a row. From a more robust and protracted point of view we all know by now that since 1928 or even 1957, September is…...
Good Sunday to all Finom Group investors/traders! This past week proved another seasonally defying week of the September calendar month for which we often suggest, “When the market does something it historically has not, there is likely a message Mr. Market is sending to investors/traders.” Our job is to follow a game plan and be…...
The negative consequences of fiscal policy have been seeping into the macroeconomic data for several months and since Liberation Day. While tax legislation (OBBBA) is set to provide a tailwind for economic growth, trade and immigration policies have demonstrated a greater and more immediate impact on the U.S. economy. There has been a rather broad…...
Just two weeks prior, with headlines still concentrated on all-things White House Administration related and ahead of the Jackson Hole Summit, we remained confident in suggesting higher prices remained for the major averages and benchmark S&P 500 (SPX). “Where we will land on August 31st is a bit of a toss-up, but I’m a buyer…...
