There is no shortage of uncertainty as the new year begins, so in an attempt to provide some clarity, we briefly answer some of the key macro questions of 2021. What does a Senate majority for the Democrats mean for the markets? The Democratic sweep of Georgia gives the incoming administration some more legislative latitude,…
If asked about possible silver linings to this pandemic, I would list first the chance to spend more time with family. Our son Andrew and his wife and son moved in with Nancy and me in Los Angeles at the beginning of the pandemic, as they were renovating their house when Covid-19 hit, and we…
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from our Weekly Research Report. Our weekly Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with thoughtful insights and analysis, graphs,…
Byron R. Wien, Vice Chairman together with Joe Zidle, Chief Investment Strategist in the Private Wealth Solutions group at Blackstone, today issued their list of the Ten Surprises of 2021. This is the 36th year Byron has given his views on a number of economic, financial market and political surprises for the coming year. Byron…
The Hazmat Recovery. In response to the worst pandemic in 50 years and a country at war with itself over lockdowns, individual freedoms and election results, the Fed and Congress airdropped an unprecedented amount of stimulus with vaccine airdrops to follow. That should be enough for markets to rise again in 2021 as pent-up activity…
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from our Weekly Research Report. Our weekly Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with thoughtful insights and analysis, graphs,…
Goldman’s chief economist Jan Hatzius takes a look at what 2020 has taught him about the economy and the practice of economic forecasting, and writes that “at this early stage, we see four lessons with potentially more general implications. Hatzius nostalgic moments were also covered in the more recent Odd Lots broadcast from Bloomberg here…
By St. Louis Federal Reserve Bank and David Andolfatto In the second quarter of 2008, U.S. federal debt held by the public totaled about $5.3 trillion, or 35% of gross domestic product (GDP). This figure grew to $20.5 trillion—or 105% of GDP—by the second quarter of 2020. To put it another way, the national debt…
Once vaccinations start, how quickly can they lower daily new COVID-19 cases: Although the market understands that vaccination will lower daily new cases, the trajectory of the decline remains one of the top incoming questions we receive. We leveraged our previous epidemiological model and,after updating it for the recent uptick in daily cases (mean (sd)…
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from our Weekly Research Report. Our weekly Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with thoughtful insights and analysis, graphs,…
