EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
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Major Breakouts For WTI and Brent Crude Oil. Actionable Themes: Energy, Manufacturing, Autos/Parts
Today we highlight several positive developments that have occurred since last week’s Int’l Compass report, all of which continue to support our...
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U.S. Equity Strategy: Downgrading Manufacturing & Transports
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Health Care, Manufacturing, and Technology
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TMI Snapshot: Machinery Sentiment Indicator At 8-Month High on China Infrastructure Push
TMI's Machinery Indicator has surged t
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MergerTalk: SPAC VectoIQ Acquisition Corp (VTIQ US)/Nikola Corporation- A Heavy Duty Tesla
Our insight https://www.smartkarma.com/insights/mergertalk-game-on-for-spacs published on January 27, 2020, focused on an underappreciated category...
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