Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
403 Views
SPX 3,410 and NDX 11,600 Breaks
SPX 3,410 and NDX 11,600 breakdown points will act as resistance on a rally attempt and the bull bear lines for global risk. Tech earnings today...
428 Views
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
348 Views
US, China and Asian Bullish Bets
Base case calls for buying US equities at sub DJI 28k, SPX 3,410 and NDX 11,600-500 while allowing for some noise to base and working into larger...
474 Views
Asia Shorts and What to Buy into October Weakness
What is becoming more apparent is the inability for US equities to see weakness stick in the face of negative news with a bullish backdrop of...
481 Views