U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
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Great Currency War: Slowing Global Economy Will Test Truce
Concerns about the slowing global economy will raise the importance of currency movements in 2019 H2 as a means to mitigate headwinds to growth. In...
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Does China Control The World Gold Price?
Gold prices have broken out higher, but unusually this cannot be explained by the US Fed China is a de facto part of the notional US dollar area...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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