The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process. We like a barbell of defensives (h/c and staples) and rate plays (financials) as Fed moves toward tapering. Weak breadth reflects De-rating under the surface. Our mid cycle transition continues with weak breadth, quality stocks doing better and an overall de-rating…
Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
Only 2-trading weeks into the calendar year and things have become a whole lot tougher for investors. I will...
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