Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
556 Views
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
​The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
531 Views
Good Morning Japan |Fed Hawks Return; Earnings Weigh; ValueAct Tgts S&I(3382); Spate of JP BUY U/Gs
Fed Hawks out in full force; Kishida Cabinet approval at record lows; Activist tgts S&i(3382); Spate of Street upgrades to BUY incl General...
601 Views
Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
529 Views
Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
577 Views