S&P 500 Testing 3870 Support; 10-Year Yield In Focus
As the S&P 500 pulls back to logical support at 3870. In today’s report we highlight attractive Groups and stocks within Materials and Transportation.
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TMI Snapshot:Â Metals Points - Restocking Pauses, Copper Sentiment Pulls Back from Extremes
The year-end restocking trade has faded into the Lunar New Year, dragging on the reflation trade. Lithium sentiment is the only standout this...
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U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
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Global Turnaround Stocks
Both UBS and Freeport-McMoran top our list as stocks with depressed fund ownership levels and rising momentum among active Global managers.
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The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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