MSCI ACWI and EAFE Testing 1.5-Month Downtrends; Remain OW EU; Buys in Leading Sectors on Pullbacks
Pullback in global equities continues with MSCI $ACWI testing 1.5-month downtrend resistance as $STOXX Europe 50 tests 3800-3840 resistance....
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Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
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Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
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The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
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Globalization May Be Going Extinct, Replaced by a New Global Populism
Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...
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