Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next weekend with our proprietary macro-market Research Report, please read through some of the macro-analysis from around Wall Street below. In addition, for our newer Finom Group members, please feel free to click the link to review and catch-up with last weekend’s…
Macro-Fundamental Setup Entering 4th Quarter
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COVID-19 Europe: J.P. Morgan
Seth Golden, , Research Reports, 0
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
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Merrill Lynch: Monetary Tightening Full Speed Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
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Risk Asset Prices Rerated for Growth: Has the Global Economy Found It’s Low Period?
Seth Golden, , Research Reports, 0
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
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Fitbit Misses Q3 Expectations And Lowers Full Year Guidance
Seth Golden, , Research Reports, 0
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
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The Leuthold Group: Non-confirmation Of New Highs?
Seth Golden, , Research Reports, 0
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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Volatility Term Inversion & Modeling Future Volatility Deemed Difficult
Seth Golden, , Research Reports, 0
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
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J.P. Morgan Tackles Election Implications For Investors
Seth Golden, , Research Reports, 0
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
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