Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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US Equity Weak Internals
Over recent weeks we have noted a further deterioration of US breadth/internals on the back of a weaker tech and overall leadership shifting as...
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The Market Sentimentalist - Jaw-Jaw Or War-War?
Trade wars are back in vogue.President Trump has threatened to retaliate to the Chinese retaliation to his decision to sign off on aluminium and...
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U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
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S&P Trap Door Support Break
S&P roll pointsOur base case from S&P 2,800 revolved around a C wave decline to break the early February lows with a pivot level at S&P...
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