Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Weekly Oil Views: Crude Wilts as China Coronavirus Jitters Grip Market
Crude's sell-off to three-month lows last week on fears of the China coronavirus outbreak hammering economic activity and dampening oil demand...
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Weekly Oil Views: Devoid of Fear or Cheer Premium, Brent Balances Around $65
The US and China signed their phase-one trade deal on January 15 but it barely boosted crude beyond a mild bump. Our readers will not have been...
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Weekly Oil Views: Caution: US-Iran Tensions Tamped Down, Not Wiped Out
The US and Iran last Wednesday stood down from a nerve-racking five-day escalation of tensions that had put the Middle East on high alert and sent...
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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