U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
574 Views
Pricing the Strait: Positioning for a Potential Post-Conflict Market
Supply shocks from the Strait closure hit US airlines hard, driving JETS down. XLP and XLB also suffered from rising input costs and disruptions,...
157 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
3k Views
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
355 Views
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
588 Views