Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
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EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
324 Views
Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
453 Views
Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
656 Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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