Global Equity Strategy: Overweight EM, Japan Breaking Out, Europe in Recovery
Global technicals remain on a bullish footing. There’s a lot to like across global markets, chart-wise, particularly the catering-sized amount of...
284 Views
Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
565 Views
U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
348 Views
EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
412 Views
Global Natural Gas and LNG Outlook: U.S. Exports Low Prices to the World
Demand Is Growing, but It Won't Be Enough to Offset the Latest Wave of SupplyThe latest wave of liquefied natural gas supply including new export...
138 Views