Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on 2022 due to lower margins and higher taxes. With our view for further derating, our S&P targets remain largely unchanged. We also take a deep dive on what companies are currently saying. Marking to market on strong earnings meets mid-cycle de-rating….
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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