U.S. Equity Strategy: Nearing Short-Term Overbought Extremes
Positive news surrounding trade and dovish Fed rhetoric has continued to flow, resulting in a reversal from December's oversold extremes to our...
707 Views
Cryptocurrency Poses No Threat to Gold's Investment Case
Safe-haven dollars are unlikely to flow into cryptocurrencyWith their meteoric price rises in 2017, cryptocurrencies garnered the attention of even...
635 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
636 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3.2k Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.7k Views