U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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U.S. Equity Weekly:Â Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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Recent Proposals for Japanese Integrated Resorts Could Negatively Affect Revenue Opportunity
We think recent recommendations proposed by Japan’s government-appointed integrated resort panel could restrict gaming demand on the island nation,...
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Should Genting's Voracious Global Appetite for Expansion Trigger a Blinking Caution Light?
Genting Berhad has become the most geographically active developer of integrated resorts in more jurisdictions than any of its peers. It's in the...
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U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
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