No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
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Quiddity Leaderboard SE600 Jun 23: Three ADDs/DELs Likely
The top 5 Potential ADDs have strong positive momentum and the top 5 potential DELs have strong negative momentum. This could continue over the...
441 Views
Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
487 Views
Polish Banks: Latest Fundamental Trends and Valuations Instil Caution
The financial sector in Poland has had a tailwind from pretty favourable macroeconomic conditions. GDP growth of >3.5% today is underpinned by...
642 Views