In today’s briefing:
- More Countries Breaking Out; Bullish Outlook Intact; Buys in China, Europe, More; DXY & Yields Top
More Countries Breaking Out; Bullish Outlook Intact; Buys in China, Europe, More; DXY & Yields Top
- Our outlook remains bullish on MSCI ACWI. Discussed in Jan9,2025 report how we viewed the pullback as a buying opportunity and were watching for $116-$117 support to hold on ACWI-US.
- $116 support held perfectly, and now both ACWI-US and the S&P 500 are coiling just below all-time highs, likely setting up for major breakouts. ACWI is now breaking out.
- DXY and 10-Year Treasury yield are both topping, a crucial risk-on signal for global equities. More and more countries breaking out. Actionable Themes: Technology, Services, Communications, Industrials, Gold Miners, Financials
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