U.S. Equity Strategy: Bullish Outlook Intact
With the S&P 500 breaking above the June highs and the Russell 2000 bullishly inflecting topside a ~1-month base, it signals a continuation of...
392 Views
U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
216 Views
U.S. Equity Strategy: Upgrading Health Care to Overweight
Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...
379 Views
Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
430 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
491 Views