With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster and more than expected. Defensives have been leading since mid-November, and that’s likely to continue until PMIs and earnings revisions trough. Winter is here…Investor attention should now turn away from the Fed and to the Ice part of our narrative –…
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
“The retailers are reporting, the retailers are reporting”! Some of the biggest names in the retail sector have started...
For volatility ETP (exchange-traded product) traders, there are a range of products from which to choose. Some are relatively...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
