In today’s briefing:
- USA Against ROW: Trends in Global Market Leadership
- ASX Short Interest Weekly (Mar 7th): BHP, Woodside Energy, Westpac

USA Against ROW: Trends in Global Market Leadership
- The SP500 has enjoyed a prolonged period of outperformance against its international peers.
- This year’s political shift and new policy actions could challenge long-held investment assumptions.
- We examine the SP500’s performance relative to a range of international indexes and assets.
ASX Short Interest Weekly (Mar 7th): BHP, Woodside Energy, Westpac
- We analyzed the changes in short interest of ASX Stocks as of Mar 7th (reported today) which has an aggregated short interest worth USD22.7bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in BHP, Woodside Energy, Westpac.