Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning point in relative performance between European and U.S. equity markets. European Equities had largely kept pace with the U.S. for much of 2024. But returns across the two regions have diverged in the wake of the EU vote and particularly in…
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September,...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
MarketWatch.com – Top Stories
