U.S. Equity Strategy:Â Positive Outlook Intact; Cyclicals Leading; Opportunities in Tech Sector
The market’s bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time...
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Quiddity Leaderboard SP500/600 Jun26 Rebal: Base Date Is Only Two Weeks Away
One intra-review SP 500 ADD slot in play ahead of the June 2026 rebalance. 2 regular ADDs and 2 DELs expected. Meanwhile, SP DJI's MegaCap...
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Bloom Energy (BE US): Blooming Earnings Unlock S&P500 Eligibility
Bloom Energy became a strong candidate for S&P500 inclusion after positive Q1 earnings and with the EA acquisition hence replacement expected by...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Here's How to Look at the Oil Market in 2018: Reset Your Calculus
In the Sheikh versus Shale match, round one goes to the Sheikh. Benchmark Brent crude is up around $10/barrel from a year ago and settled at a...
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