U.S. Equity Strategy: One Step Forward, One Step Back
As the market churns in a one step forward, one step back fashion, we remain in wait-and-see mode as to whether recent improvements in cyclical...
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U.S. Equities: Mixed Signals Punctuate Muted Outlook
While the S&P 500 has hit marginal new highs, price action of the S&P 500 and the price and RS of several Sectors/subsectors is similar to...
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DBS – Three Things To Remember
There are plenty of risks for Singapore’s banks as the US-China trade war starts during 2Q19. We have not seen the financial impact yet, but as we...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending December 22, 2018
Highlights of significant recent happenings include: Feeding the Dragon - Sumitomo Corp (8053 JP) buying into massive Chile copper...
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Canada Banks - Weakening Indicators Suggest Downturn in Credit Metrics
There are plenty of concerns with the outlook for lenders in Canada. Real GDP is weakening for the past few quarters, and where domestic credit...
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