Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip buying still makes sense. (by Fundstrat) The January jobs report was strong = Fed wary, but also means US not in recession = good The strong January jobs report (+517k vs 188k expected), along with strong JOLTS (aka job openings) and…
Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
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