Three big things you need to know: First, across the globe most of our analysts are optimistic on performance in the year ahead, with favorable views on the impact of potentially lower interest rates and, to a lesser degree, favorable views on valuations. Second, in the US, the only region where we do formal strategy sector recommendations, we remain overweight…
If you were asked to do nothing as an investor for the week to come, could you do it?...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
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