China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
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U.S. Equity Strategy: Be Long & Carry On
Both the cap- and equal-weighted S&P 500 are trading at highs not seen since early October 2018 - a positive indication in itself....
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U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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U.S. Equity Strategy:Â Positive Outlook Intact; Cyclicals Leading; Opportunities in Tech Sector
The market’s bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time...
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