U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
543 Views
U.S. Equity Strategy:Â Oversold Rally Continues
A combination of, optimism surrounding U.S.-China trade talks, and Fed Chairman Powellâs comments have led to a continuation of the oversold bounce...
718 Views
Vital Signs: Actionable U.S. Stocks
Key Points: Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and...
629 Views
Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy âFake Movesâ highlighted our view that the markets were showing no parallel to the âfake newsâ narrative and indeed provided a...
555 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for âObamacareâ has been announced and looks an incoherent mess â resurgent healthcare inflation will be a drag on...
1.8k Views