U.S. Equity Strategy: Value Closes the Gap on Growth
As the major averages break topside their respective 50-day M.A.s - a positive in its own right - we are encouraged by the shift away from growth...
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Risk Shift, US Under Current Rotation and Asia at Key Resistance Points
SPX 2,950 will act as the bull/bear line for global risk with Europe and Asian facing tougher overhead hurdles. Treating the SPX breakout as just...
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S&P 500 Consolidating Despite Negative Signals
We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here --...
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Recession Watch-II: US Manufacturing & Asian Imports Half a Year from Recession
ISM manufacturing new orders at a 10-year low (47.2 in August 2019) suggest that the US manufacturing sector will be in recession by February 2020,...
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U.S. Equity Strategy: Caution Remains Warranted
We have noted several times throughout August that key support levels were being tested for global equities, and while there has yet to be a...
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