In today’s briefing:
- Bullish Outlook Intact; DXY Rolling Over; More Global Breakouts. Buys in Discretionary, Tech
Bullish Outlook Intact; DXY Rolling Over; More Global Breakouts. Buys in Discretionary, Tech
- We continue to see more and more global indexes and Sectors breaking out to new highs. This is classic bull market behavior. The latest breakouts: Israel, Germany, and Sweden
- Our bullish outlook (since early November 2023) on global equities (MSCI ACWI) remains intact; continue to ride this trend higher, and treat pullbacks as buying opportunities.
- We continue to get more evidence suggesting the US Dollar (DXY) is rolling over, and quite likely that global sovereign 10-year yields are rolling over as well. Risk-on.
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