Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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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...
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International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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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...
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