U.S. Equity Strategy: Major Indexes Testing Critical Supports; Buying Consumer Discretionary Stocks
Market dynamics have deteriorated along with the major averages, and many are testing critical supports; as long as supports hold we expect more...
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TMI Snapshot: Some US Housing Indicators Lose Momentum as Deurbanization Theme Appears Transitory
We see potentially peaking momentum in US housing, as data suggests the pandemic-driven deurbanization theme seen as a multi-year secular catalyst...
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Building Weekly
Building weekly New Zealand Residential consents remain resilient post lockdown (Jun.): +0.5% mom, +8.4% yoy (previous +41.7% mom, +3.8% yoy)...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
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Building Weekly
Building weekly New Zealand Surging new mortgage lending (Dec.): Total new mortgage lending up +22% yoy including owner-occupiers +19% and...
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