U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
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China Phase 1 - Dumb Deal
Not So Fast:Â Â Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
461 Views
US Manufacturing: Less Predictive for the Economy, but Still Significant for Corporate Profits
Courtesy of the Fed's dovish policy pivot last year, investors no longer fear a US recession in 2020. Although the economy entered 2020 at a growth...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
457 Views
Outlook for US Equities in 2020: Not in a Bubble, but Melt-Up Raises Correction Risks
Despite other factors in play, the decision by the Federal Open Market Committee (FOMC) to announce a $60bn monthly T-bill buying programme has...
569 Views