In today’s briefing:
- Buys Within Global Energy, Health Care, and Utilities; Bullish Outlook Intact on Global Equities
Buys Within Global Energy, Health Care, and Utilities; Bullish Outlook Intact on Global Equities
- Global growth stocks that have significantly outperformed since the October 2023 lows are starting to pull back, and we believe a continued pause/pullback is likely in these growth areas.
- Meanwhile, we are seeing a clear shift into value and defensives, and we recommend adding exposure to these areas. This type of Sector rotation is common during bull markets.
- Major supports continue to hold, including $98-99 on MSCI ACWI (ACWI-US), 4600 on the S&P 500, 4400 on the EURO STOXX 50, and 2300 on the TOPIX
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