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,…...
Ahead of today’s FOMC rate announcement, press conference with Fed chairman Jerome Powell, and the markets’ closure Thursday to celebrate Juneteenth, please take some time to consider our 3rd-Party Research as part of your weekly due diligence process. Additionally and as a reminder, this weekend is Finom Group’s off-reporting weekend (no proprietary macro-market Research Report),…...
The year 2025 is shaping up to be an event-packed year, with the installation of a new U.S. president endogenously disrupting the global trade structure, and as of this past week, an exogenous Israel/Iran war. While there may be a great many market participants revisiting the onset of the Russia/Ukraine war of 2022 as a…...
Whether or not you believed the S&P 500 (SPX) could or would get back to 6,000 this quickly and after plunging below 5,000 in April doesn’t matter. What matters is that you surrounded yourself with optimism and good behavior. The market doesn’t care what you think, it cares about inflation and earnings, both of which…...
Good weekend to all! During our off-reporting weekend, please take some time to read through the latest report from Morgan Stanley regarding drawdowns and recoveries; not all drawdowns or company stocks are created equally. In addition, we offer some other considerations we hope add to your macro-market information flow until we see you back here…...
A couple of weeks ago, we took exception with those market participants whom downplayed the 6-week long rally from the market lows in early April. As the month of April found markets basically round-tripping almost all of the losses from earlier in the month, and doing so with a significant breadth thrust and technical stochastics…...
