Initiating Coverage on YPF: Outperform Opportunity Amid Macro and Shale Expansion
Initiating coverage on YPF with an Outperform recommendation due to strategic focus on expanding production and investing in infrastructure,...
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Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
347 Views
Europe, MSCI ACWI Bullish Downtrend Reversals as Japan Tests Resistance; Tech, Health Care Buys
Bullish reversals have begun, as the $SPX, MSCI ACWI $ACWI, and $STOXX 600 are the first three major indexes to reverse topside their 4-month and...
359 Views
Soaring Spot Charter Rates Could Herald a New Upcycle for the LNG Shipping Industry
After a prolonged downturn that lasted more than three years, the LNG shipping industry is at an inflexion point as the recent surge in the spot...
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