US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. COVID-19...
On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
Another week has passed since the bear market began only a couple of weeks ago and the market seemingly...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
If you were asked to do nothing as an investor for the week to come, could you do it?...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
It’s a new year, and come Monday, a new month as a typical February month is found for little...
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
MARKETS AND INVESTING: November 22, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Plentiful Jobs...
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
And oh what a week it was… if you went into the week under the impression that new S&P...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
