In today’s briefing:
- Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
- Last week we noted that the bullish reversals had begun, with the MSCI ACWI (ACWI-US), STOXX Europe 50, and SPX the first few to reverse topside their 4-month downtrends.
- As we discuss below, bullish reversals are proliferating globally, something that continues to support our belief that global equities are bottoming.
- Global growth Sectors continue to gain momentum and have emerged as leadership — overweight growth. Sectors covered today include Technology, Consumer Discretionary, and Industrials — add exposure
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