Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
382 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
724 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
585 Views
U.S. Equity Strategy:Â Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
713 Views
U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
771 Views