Fundstrat: Choppy 8 Weeks Ahead, But…

Research Reports

This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead, we think it is important to keep in mind there are many reasons for stocks to finish strongly in the second half of 2024. That is, we do not believe the highs for 2024 have been…...

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Weekend Thoughts From Around Wall Street

Research Reports

Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us, this is an ideal right “in the middle” jobs report, showing jobs improving versus last month, but neither too strong or weak to drive a shift in…...

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September Stock Markets Suck, But They Don’t Have To

Research Reports

Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end of the month. That’s how all of this works, in case you didn’t know. A recession is coming, it’s ever-closer with each passing week and month, but that doesn’t mean it arrives every month. What we…...

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The Leuthold Group: A No Zweig-y Breeds Line In The Sand

Research Reports

The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI had been on the cusp of bear territory between August 2nd and August 9th, with readings for  those weeks at a Low Neutral level of -1. Subsequent improvement in the Technical category saved the day, and…...

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An Easing Cycle Begins: Tactical Approach For Investors And Traders Alike

Research Reports

Welcome Finom Group investors and traders! During our off-reporting weekend, we offer the latest insights and analysis from Wall Street alongside our latest thoughts on the macro-market landscape. As an aside, our chief market strategist Seth Golden will be on vacation from September 2nd – September 8th. Our next macro-market report, therefore, will be in…...

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Markets Heading Into And Through Jackson Hole

Research Reports

This coming week is the most important week for August 2024 because of the Jackson Hole Symposium and Fed Chair Powell speaks on August 23rd (Friday). Last week on 8/13, we noted that markets shifted to “risk-on” premised on a benign CPI. And building upon this, we see Powell as likely dovish, thus, supportive of…...

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