While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend rally may continue, but make no mistake, we don’t believe this bear market is over, even if we avoid a recession – the odds of which are increasing. Defensive leadership reigns supreme but few want to own it…Defensive sectors now comprise…
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final...
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...
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