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….
After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
Starbucks is set to report its Q1 2018 results after the closing bell on January 25, 2018 and to...
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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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