Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
585 Views
Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
701 Views
Global Ex-U.S. Equity Strategy:Â Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
795 Views
Iron Ore Peak with Designs on a 30% Decline
China Iron Ore shows a compelling top unfolding that opens the way for fallout back to the early to mid 2018 lows with increasing odds of a major...
493 Views
Weekly Oil Views: Renewed Economic Worries Give Pause to Price Rally
Supply-side bullishness returned to the oil market last week, leading to a second week of gains in crude benchmarks. However, the rally paused...
443 Views