S&P 500 Consolidating Despite Negative Signals
We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here --...
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U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
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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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Utilities Sector Outlook: Playing Offense or Defense?
Growth is hip, but valuations are a drag.Utilities Fundamentally Attractive, but Valuations Still RichHalfway through 2019, utilities continue to...
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U.S. Equity Strategy: Neutral Outlook; Opportunities Within Staples and Utilities
In last week’s Compass (5/14) we laid our case for a more cautious outlook as a result of several negative developments, including breakdowns for...
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