PepsiCo, Walmart & Co.: What’s Happening to Consumer Staples?
PepsiCo is falling, Walmart has corrected and Consumer Staples are lagging the tech boom. We analyze valuations, earnings, breadth and emerging opportunities.
Read more →FINQ Journal
Research that does not stay in the terminal.
Analysis, methodology and context from our work on the FINQ data base.
Investors Remain Bullish — But One Risk Is Getting Bigger
The BofA Fund Manager Survey shows strong growth and earnings expectations — but rising bond yields have become the market’s biggest tail risk.
Read more →Fed shock: The market prices even higher interest rates
The Fed raises rates and shifts its dot plot higher. What the yield curve, Fed Funds futures, COT positioning and US macro data are signaling now.
Read more →The S&P 500 Is Holding Up – But Pressure Is Building Beneath the Surface
The S&P 500 remains resilient, but small caps, semiconductors and cyclical industries are losing strength. What the current sector rotation tells us about the US market.
Read more →Utilities Under Pressure: The Next Big Opportunity?
Nearly 5% Treasury yields, rising financing costs and weaker prices are pressuring utilities. But beneath the surface, a setup is emerging that could become increasingly relevant for the next defensive sector rotation.
Read more →The Bond Market Is Repricing the Global Rate Cycle
Central banks have cut rates, but bond yields are moving higher again. From the US to Japan, markets are questioning how much room policymakers really have left to ease
Read more →Seasonality in September in the S&P 500: Is the "worstest month of the year" really that bad?
September is known as the worst month for stocks. But the headline doesn't tell the whole story. Our analysis of the S&P 500 and all 11 GICS sectors shows where the weakness is most pronounced in September - and a sector that historically resists the trend.
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