10-Yr Treasury Yield and DXY at Key Inflection Points; $ACWI Testing $93; Energy/HC/Tech/CD Buys
Test of Key Supports: $93 on $ACWI, $47.50 on $ACWX, $70 on $EFA, 4200 on EURO $STOXX 50. As long as 10-Yr Treasury Yield $TNX and $DXY remain...
786 Views
Japan Consumer Discretionary: Benefiting from China's Downfall
Against a backdrop of plummeting exposure in China Consumer Discretionary stocks, active Global managers have pivoted towards the Japan Consumer...
412 Views
🇯🇵 JAPAN • Results & Revisions 10/23 - Canon MJ, Cawachi, T Steel, Morning*J, Acom
• BEST & WORST • Our best and worst pairing from Friday's announcements is consumer loan leader Acom (8572 JP) and Tokyo Steel (5423 JP).
365 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
611 Views
Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
554 Views