TMI Snapshot: Some US Housing Indicators Lose Momentum as Deurbanization Theme Appears Transitory
We see potentially peaking momentum in US housing, as data suggests the pandemic-driven deurbanization theme seen as a multi-year secular catalyst...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
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U.S. Homebuilders Decisively Bottoming -- Add Exposure/Overweight
Homebuilders have been one of our favorite themes in the market and we officially assigned an overweight to the Group in our 2/12/19Â Compass. Based...
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U.S. Equity Strategy:Â Oversold Rally Continues
A combination of, optimism surrounding U.S.-China trade talks, and Fed Chairman Powell’s comments have led to a continuation of the oversold bounce...
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Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
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