Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
406 Views
DXY Exhaustive Reach as Non Confirmations Mature
US Dollar Index (DXY) (DXY CURNCY) continues its grind higher as non confirmation bear divergence matures to the point where an inflection top is...
373 Views
S&P 500 Consolidating Despite Negative Signals
We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here --...
404 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
409 Views
Insurance Rate Cut Will Not Reduce Political Pressure on the Fed Nor Weaken the Dollar
Hitherto, the Fed's dovish policy tilt has not produced significant dollar weakness, an outcome beneficial for foreign investors in US equities....
438 Views