U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership
We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...
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U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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Bulls Grab Headlines at Major Asia Oil Conference but Not Everyone Buys into $100 Crude
We attended a major annual oil industry conference in Singapore over Sep 24-26 and spoke to several senior executives and traders from oil majors,...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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U.S. Equity Strategy: Opportunities in Energy Stocks
The recent successful test of support at the 200-day moving average has paved the way for a meaningful bounce higher on the S&P 500. Given this...
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