Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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U.S. Equity Strategy: Technical Indications Mixed; Outlook Remains Cautious
Key support levels we have been monitoring (the 200-day MAs on the S&P 500 and equal-weighted S&P 500) have failed to hold, something we...
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Equity Flash Crash Markers
In April we pinpointed weakening US equity breadth as a dire warning of a peak in US equities (started shorting weaker underperform sectors) as...
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Major Indexes Testing Support & Vulnerable to Further Weakness
Most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or...
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