Chartbook
Sector Chart Pack: Checking Market Pulse
The Vicious Troika remains a long-term threat, but over the short term, rates will likely have another leg down on growth concerns, offering support to equities, which are now fairly valued and are no longer overbought. Longer-term outlook remains negative. The Magnificent Seven will likely lead a tactical rebound. Overweight Growth vs Value and FSemis.
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Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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