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…
Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
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Morgan Stanley’s Weekly Warm-up: CPI Is Old News; Focus on Growth
Seth Golden, , Research Reports, 0
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Seth Golden, , Research Reports, 0
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
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Alpha Insights Q417 Updated Earnings Estimates
Seth Golden, , Research Reports, 0
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
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Seth Golden, , Research Reports, 0
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
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Seth Golden, , Research Reports, 0
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
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Merrill Lynch: The Great New Dawn Era (2022 and beyond)
Seth Golden, , Research Reports, 0
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
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