Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many parts of Credit. Our basic premise is that it will be easier to navigate inflation’s negative impact on corporate earnings and consumer balance sheets in 2023 than it was to invest with inflation continually surprising central banks…
As we enter the corrective phase of the market moves, we seek the guidance of technical analysis to provide...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
Powell made it clear the Fed will do whatever is necessary to maintain price stability which means tighter financial...
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
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