Global Consumer (Midweek Update): Consumer Woes Persist, Especially in China.
Topsports miss signals inventory fire sale in China, impacting Nike, Anta Sports Products, and the sector as a whole. Chinese consumers shun...
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S&P 500 and Russell 2000 Testing 1-Year Uptrends; "Magnificent Seven" Supports to Watch
As discussed last week, we continue to believe the odds of a deeper pullback to $SPX 4165-4200/the 200-day MA have increased following major...
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U.S. Equity Strategy: Shifting To Growth As 10-Yr Yield Breaks Key Support
Upgrading Technology, Downgrading Financials, Materials, and Industrials. We discuss implications of the break below the key 1.45% support level on...
347 Views
U.S. Equity Strategy: Downgrading Consumer Staples To Underweight; Watching 10-Year Yield Closely
Market dynamics remain largely bullish and we continue to see signs of improving risk appetites. As a result, we are on the verge of shifting to an...
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Upgrading U.S. Staples To Market Weight
Despite mild deterioration in market dynamics, there are plenty of indicators that remain positive and our outlook remains constructive for the...
456 Views