J.P. Morgan’s Michael Cembalest: Cicadian Rhythms

Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...

IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...

The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...

It really feels like the markets have not traveled too low or too high since hitting their peaks in...

We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...

At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...