U.S. Market Sending Mixed Signals
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Materials, Health Care, & Services
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U. S. Equity Strategy: Bullish Outlook Intact; Buy Dips
With breadth continuing to improve and several cyclicals breaking out to new highs, our outlook remains bullish and we believe a “buy the dip”...
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POSCO: Steel Production Cut & Share Buyback Update
Over this weekend on May 10th, it was announced that Posco (005490 KS) will reduce its steel production, which would be the first time in 12 years...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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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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