Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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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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Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
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Global E&Ps: Energy Weekly Vol. 4
Oil PriceCrude prices had a volatile week, with WTI ending c.2% lower at USD 58.27/bbl, while Brent was largely flat at USD 63.61/bbl. Downside...
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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...
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