In today’s briefing:
- Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
- There continues to be little traction above $93 on the MSCI ACWI (ACWI-US), which remains the top-end of our anticipated 2023 trading range.
- At the same time, we cannot get too bearish until there is a break below $90.50 short-term support.
- EURO STOXX 50 pulling back to 4100-4200 buy area. TOPIX holding above 2120 support. Buy ideas within Technology, Construction Materials, gold miners, Utilities, other defensives.
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