Market Analysis and Research

John Thomas Financial’s independent analysis of the capital markets arm our clients with the knowledge to make informed investment decisions. By layering a view of the macroeconomic environment with market trends and company-specific analyses, John Thomas provides actionable insights to support your investment objectives. Our sought-after, seasoned analysts track the global markets in real time to provide our investment professionals and investors with a timely analysis of specific issuers, investment instruments and market movements.

The Kaufman Report

The Kaufman Report is a weekly independent investment guide compiled by Wayne Kaufman, John Thomas Financial's Chief Market Analyst.

Read by professional and independent investors, it provides detailed overviews of market indexes and industries to inform global investment decisions. One of the few Chartered Market Technicians in the United States, Mr. Kaufman specializes in technical analysis. He is a regular financial commentator on CNBC.

Mike Norman Economics

Mike Norman, John Thomas Financial's Chief Economist, calculates the John Thomas Fiscal Liquidity Index daily using data on total withdrawals and deposits from the Daily Treasury Statement. The JTF Fiscal Liquidity Index is available to advisors, investors and traders on Bloomberg Professional via Bloomberg Terminal, under the symbol “JTFR.”  The index, which measures daily money flows between the Treasury and the U.S. economy, provides an important directional guideline for investment professionals.

Mr. Norman also composes and distributes The John Thomas Financial Economic Outlook Report, a must-read research report analyzing consumer sentiment, market outlook, credit cycles and dozens of other market influences. The Economic Outlook is a weekly multi-page research report available to JTF Investment Professionals and their clients.

For a glimpse at the JTF Fiscal Liquidity Index and the John Thomas Financial Weekly Economic Outlook, refer to the JTF Blog where they are shared with the public intermittently.