U.S. Equity Strategy: S&P 500 Still Bullish, Holding Above Support
We continue to see a mixed market environment, but we remain constructive overall considering market dynamics remain largely positive. We explain...
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U. S. Equity Strategy: Upgrading Utilities; Downgrading Communications
We are upgrading Utilities and downgrading Communications. We recap important technical levels across major indexes and share actionable ideas...
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U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
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TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Keep Falling | Air Cargo Demand Firms
Tracking Traffic/Containers & Air Cargo is a showcase for all of our research on container shipping and air cargo, featuring analysis of...
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Lessons from Container Lessors 2Q17 Triton & Textainer (And Hanjin Remnants)
It’s been an interesting year for container box owners. A pretty strong rebound (and better than for ship owners). And this despite the Hanjin...
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