U.S. Equity Strategy: Caution Warranted; Downgrading Materials
We continue to believe that caution is warranted in U.S. equities and we are concerned that key support levels may not hold -- notably 2,800 and...
714 Views
Energy Breaking Down - Underweight
Crude oil is breaking below the all important 200-day moving average and, with abysmal RS, we are forced to cut ties with the Sector; moving to...
626 Views
Weekly Oil Views: Trade War Returns to Haunt Oil but Don't Discount a Breakthrough
Crude suffered the biggest one-day drop of the year on Thursday (May 23), as fears of economic headwinds from an intensifying US-China trade war...
584 Views
Weekly Oil Views: Crude's Fear Premium Looks Iffy but Supply Slumps Are Real
Two main developments have been driving short-term sentiment in crude -- US-China trade tensions and the Middle East geopolitical tensions -- and...
442 Views
Weekly Oil Views: US-China Deadlock In Tug-Of-War with Tight Supply
The breakdown of US-China trade negotiations has pressured crude prices lower in recent days, setting up a tug-of-war with tightening supply in the...
540 Views