bullish
TPW Advisory Friday Musings: Digestion Time
SUMMARY
- There have been big moves a plenty in the 1st H of the year with Nasdaq having one of its best 1st Half’s ever, Japan & Brazil both gaining nearly 20% last Q while several of our favored Cyclical sectors enjoyed double digit gains last month.
- Elsewhere, Global Sov bond yields have risen back to levels last seen in 2008 while record breaking Mexican Peso strength & Yen weakness finally reversed a bit.
- Here’s one for the books – Brent crude oil has now declined for four quarters in a row, the longest such stretch in 35 years! We like energy for the 2ndH.
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