Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve was up for the fight—certifying it would raise interest rates quickly, substantially, and for a long time. Powell gave his “tough-love” speech on August 26th when the S&P 500 was at 4,200 and the Treasury yield was near 3%. Thereafter, “good…
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...
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