IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical, structural and behavioral forces. This is a positive backdrop for housing-related stocks and will support the recovery in the overall business cycle.• Global Market View—Equities have remained resilient in the face of rising virus cases with the S&P 500 trading near…
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
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