EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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Credicorp (BAP US); Hanging on a Binary Election Outcome
Peru's presidential election, set for 6th June, will provide a binary outcome with clear market implications. Far-left candidate Castillo's lead is...
346 Views
U.S. Equity Strategy: Upgrading Materials To Overweight
We continue to have a bullish outlook and we believe the path of least resistance remains higher. Perhaps the most important thing which supports...
368 Views
U.S. Dollar Breaking Down; Gold Breaking Out
The S&P 500 is consolidating under 2,954 - logical resistance - as market participants are in wait-and-see mode for incremental trade news...
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U.S. Equity Strategy: Technical Indications Mixed; Outlook Remains Cautious
Key support levels we have been monitoring (the 200-day MAs on the S&P 500 and equal-weighted S&P 500) have failed to hold, something we...
564 Views