U.S. Equity Strategy: Market Sending Mixed Signals; Stick With Value; Energy Stocks Highlighted
The market continues to send mixed signals, though most of the risk-on signals are centered around value Sectors such as Energy, Financials,...
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U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
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Weekly Oil Views: Brent Eyes $72 but Upside Looks Limited
Brent closed at a fresh five-month peak of $71.97/barrel on Thursday, ahead of the Good Friday holiday. It had flirted with $72 during intraday...
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New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
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