TMI Snapshot:Â Europe - Biden Era Vs. Macro Headwinds, Early Signs of Positive Change on the Margin
Our text mining sees a post-election boost in general sentiment on Europe vis-à -vis Biden victory. Despite daunting macro headwinds, we see early...
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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US Downside Targets with European and Asia Breakdowns
Given high conviction bear pattern breakdowns in Europe and Asia, we are assuming the US cycle has more downside per our cycle. Core shorts are in...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
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