U.S. Equity Strategy: Market in Wait-And-See Mode; Upgrading Tech
The S&P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental...
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Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
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U.S. Equity Strategy: Has “the Pullback” Begun?
The weight of the evidence suggests that the pullback has begun. This belief is supported by overbought conditions combined with the S&P 500,...
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Can China’s Credit Easing Sequel 2019 Save Its Falling Economy?
Unsustainable Sentiment-Driven Multiple ExpansionsMarkets rallied on China’s credit easing starting in December and expect meaningful fiscal...
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The Black Elephant Has Trumpeted
In The United States: 2019 Set Fair but Then? we wrote that we do not expect another Fed rate hike until June 2019, at the earliest with an even...
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