The 2020 Outlook: Trump’s Coming Landslide?
Risk On Global Liquidity rebound continues GLI 57.0 index (range 0-100) US Fed’s QE4 sees balance sheet growing 23% (ann.) clip. Set for US$5...
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Bondcritic Market Monitor (16-Dec): 2019 Coming to an End
As we pointed out in the last newsletter, the majority conservative party in the UK parliament implies an almost certain Brexit in January 2020....
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Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
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Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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Risk Triggers that Would Lead an Equity Pullback
Equity markets are clearly overbought tactically with a more bullish macro underpin going into Q1 2020. Here we take a look at some higher...
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