S&P 500 Bullish but Extended; Downgrading Financials
The S&P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the...
416 Views
Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
292 Views
Vital Signs: Actionable U.S. Stocks
Key Points: Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and...
407 Views
Technically Attractive U.S. Stocks for Value Investors
Key points: Energy names are showing signs of bottoming with the recent uptick in crude, and weakness in the U.S. dollar REITs are continuing to...
461 Views
U.S. Strategy: Sentiment Improving, Upgrading Manufacturing
On cue, outperformance last week and yesterday from cyclicals led the S&P 500 to new all-time highs while defensive Sectors lagged....
580 Views