Building Weekly
Building weekly New Zealand Residential sales activity remains buoyant (REINZ, Aug): House sales up +11.0% mom, +37.1% yoy (previous -7.7% mom,...
300 Views
U.S. Equity Strategy: All-Time Highs Are Not a Sell Signal
We have said it before and we will say it again; new highs are not a sell signal. This time we are referring to the S&P 500 which is breaking...
233 Views
Building Weekly
Building weekly New Zealand Strongest year for residential consents since 2019 (Dec.): +9.9% mom, +15.8 yoy (previous -8.4% mom, +8.0% yoy) with...
569 Views
U.S. Equity Strategy: Is Fourth Time a Charm?
Global equities (ACWI) and the equal-weighted S&P 500 are attempting to break out for the fourth time this year from what has seemed like a...
380 Views
ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
553 Views