STOXX 600: First September Forecasts for Europe and Eurozone
​Koninklijke Vopak & Shaftesbury PLC are currently the top 2 candidates for addition in SXXP while Indivior PLC is the main candidate for deletion.
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Primer: Chocoladefabriken Lindt & Sprungli (LISN SW) - Jan 2026
Strong Brand Equity in a Growing Premium Market: Lindt & SprĂĽngli is a global leader in the premium chocolate segment, a market benefiting...
129 Views
Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
176 Views
Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
593 Views
Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
631 Views