U.S. Equity Strategy: Upgrading Financials, Downgrading Technology & Consumer Discretionary
The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase.
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U.S. Equity Strategy: Bullish Outlook Intact
The action we are seeing in broad indexes, Sectors, and in market dynamics continues to support our overall bullish outlook. Continue to buy dips.
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U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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WTI Breakout Levels and Energy Plays in Asia
W&T Offshore (WTI US) is pressing on key resistance at 64/65 after clearing the 60.50 breakout barrier. Increased Iran tensions favor a push...
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