S&P 500: How Serious Is This Sell-Off?
Serious. It could easily mark the beginning of a bear market.So I have posted below Friday's commentary from Global Markets Review. The previous...
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Weekly Oil Views: Crude Slides in Sympathy with Equities but Downside Looks Limited
Crude tumbled 6-7% from its four-year high last week amid a shocking global stock markets rout, reminiscent of the financial markets turmoil of...
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Why This S&P Top Is Not a February Repeat
We have built a bear case into S&P strength and called a top near the 2,960 projection. This top will be of a higher degree in the macro cycle....
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Midea Real Estate Trading Update - Barely Traded Its IPO Shares
Midea Real Estate (3990 HK) (MRE) just raised US$392m at HK$17 per share, at the low-end of its range. We covered the IPO in our earlier insight,...
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Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
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