Here's How to Look at the Oil Market in 2018: Reset Your Calculus
In the Sheikh versus Shale match, round one goes to the Sheikh. Benchmark Brent crude is up around $10/barrel from a year ago and settled at a...
220 Views
US Shale May Still Cap Crude Prices but OPEC Has Secured the Floor
OPEC and its non-OPEC allies on November 30 finally decided to stay the course with their crude production cuts till the end of 2018. Benchmark...
160 Views
U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
322 Views
Energy Stocks Bottoming
We are seeing a majority of energy-related equities stage bullish price and RS reversals, emerging from bullish bases and breaking to multi-month...
400 Views
U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
354 Views