Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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. In...
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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. In...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
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. In this week’s...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
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....
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
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. In this week’s...
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...
Weekly Warm Up: Big Drop Signals Changing Dynamics Last week’s decline was technical in nature but fundamentally triggered. We...
“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely....
After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...
In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The...
The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
