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...
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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 --...
405 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...
410 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....
439 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
492 Views