Primer: Nexans SA (NEX FP) - Sep 2026
Strategic Pure-Play Pivot: Nexans SA (NEX FP) has successfully executed a multi-year portfolio transformation toward pure-play electrification,...
98 Views
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
719 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
451 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
676 Views
EUROZONE: Weak Industrial Production Poses Risk to GDP Growth
Industrial production in Eurozone continues to struggle to gain momentum and came in weaker than expected in June which poses a risk to our GDP...
5.6k Views