Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market for 2019? That’s the question we should all be considering, given the S&P 500 (SPX) is only 1.5% off its all-time trading high level. The benchmark index has rallied roughly 23% from its December 2018 lows and has finished higher for…
Q1 Earnings Season and S&P 500 – 2,900 Approach
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Uncertainty to Give Way: Lower Valuation Levels Rarely Last
Seth Golden, , Research Reports, 0
Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September,...
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Tech Earnings, FOMC, Nonfarm Payrolls and Volatility in Focus
Seth Golden, , Research Reports, 0
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
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Merrill Lynch Capital Market Outlook: December 2019
Seth Golden, , Research Reports, 0
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
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Uncertainty Is Only Temporary For Markets
Seth Golden, , Research Reports, 0
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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Morgan Stanley: Weekly Warm-up: Fire and Ice Part 2 Is More About the Ice; Cutting Our EPS Forecasts Further
Seth Golden, , Research Reports, 0
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
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J.C. Penney Q4 2017 Review
Seth Golden, , Research Reports, 0
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
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Markets Come Full Circle
Seth Golden, , Research Reports, 0
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
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Top Of Mind for June’s OP/EX Week
Seth Golden, , Research Reports, 0
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
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