Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
198 Views
Major Breakout For EURO STOXX 50
Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and...
204 Views
SPX Top of Wedge Sell Zone
Markets are now overdone on a short term basis and once again kissing the topside of the SPX rising wedge where we are selling some risk and...
267 Views
TMI Snapshot: Europe - Biden Era Vs. Macro Headwinds, Early Signs of Positive Change on the Margin
Our text mining sees a post-election boost in general sentiment on Europe vis-à-vis Biden victory. Despite daunting macro headwinds, we see early...
190 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
213 Views