Three big things you need to know: First, across the globe most of our analysts are optimistic on performance in the year ahead, with favorable views on the impact of potentially lower interest rates and, to a lesser degree, favorable views on valuations. Second, in the US, the only region where we do formal strategy sector recommendations, we remain overweight…
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
The major indexes posted slight weekly losses last week. The Dow and S&P 500 both fell 0.5% for the...
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
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