There have been big moves a plenty in the 1st H of the year with Nasdaq having one of its best 1st Half’s ever, Japan & Brazil both gaining nearly 20% last Q while several of our favored Cyclical sectors enjoyed double digit gains last month.
Elsewhere, Global Sov bond yields have risen back to levels last seen in 2008 while record breaking Mexican Peso strength & Yen weakness finally reversed a bit.
Here’s one for the books – Brent crude oil has now declined for four quarters in a row, the longest such stretch in 35 years! We like energy for the 2ndH.
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