U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
415 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
406 Views
ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins
ASML reported its 3Q2019 results on Wednesday (16th October 2019) which saw revenues grew 7.6% YoY while operating profit for the quarter declined...
367 Views
U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
385 Views
North American WFE Billings Trend, Analysis, & Forecast Q32019.
North American Wafer Fab Equipment (NA-WFE) monthly billings have stagnated around the $2 billion mark, roughly back to where they were two years...
335 Views