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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U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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US Rotation into Small Caps/Value
Nasdaq-100 Stock Index (NDX INDEX) stands out as the weaker link as the rising wedge matures and favors rotation into value as sectors that have...
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When to Sell NDX, the Last Bastion of Strength
Nasdaq-100 Stock Index (NDX INDEX) has been the pillar of strength in the US equity cycle as breadth becomes increasingly narrow and a concern...
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SPX Fresh Sell Zone
S&P 500 (SPX INDEX) call was for a tactical low Monday and rise into later this week (peak) ahead of a weaker cycle due from mid-May into late...
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