Global Equity Strategy: Sector by Sector Overview
Todayâs report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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'Quantitative Squeezing': Prospects for Global Liquidity in 2018
We conclude five points about Global Liquidity in 2018: Â Global Liquidity will expand by around US$5 trillion net in 2018. This is stilla positive...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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MSCI Emerging Markets: Another Long-Term Acceleration Phase (Part 1)
The MSCI Emerging Markets Indexâs (MXEF â 1,101) 5.4% decline from the late November peak of 1,161 to this weekâs low of 1,098, is the largest peak...
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Global Equity Pullback = Buying Opportunity
In todayâs report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patternsâmostly multi-year bases....
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