China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
408 Views
U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
549 Views
US Equities and the Real Economy: Fed's COVID-19 Response Suggests Another Protracted Disconnection
After lowering its global economic growth forecasts for 2020, the International Monetary Fund (IMF) expects emerging markets to recoup their output...
429 Views
U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
482 Views
SOX Warning Signals to Lead SPX Bear Press
Nasdaq-100 Stock Index (NDX INDEX) showed some clear fade signals last Thursday stemming from the SOX reversal near key resistance that is a...
413 Views