In today’s briefing:
- Germany and Europe Continue to Lead; Remain Overweight Germany and U.S.; Bullish Outlook Intact
Germany and Europe Continue to Lead; Remain Overweight Germany and U.S.; Bullish Outlook Intact
- Our long-term outlook remains bullish on global equities (MSCI ACWI). Germany and Europe continue to lead, our favorite theme we have been buying since January 9th.
- Near-Term we wouldn’t be surprised to see a pullback to range supports at $116 on ACWI-US and 5770-5850 or 5600-5670 on SPX in the coming weeks, where we are buyers.
- This report was initially sent out Thursday morning, and as of this writing SPX is now testing support at 5850. Bottom potential.
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