Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields. In other words: “do bonds know something about macro fundamentals that equities and commodities don’t?” Our answer is ‘no’, and we explain the technical drivers likely responsible for the recent bond rally. We advise clients to stay in reflation, reopening, inflation…
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
The average length of the bear markets since WW II has been 16 months; the average length of the...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
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