Sectors
Durable Goods Orders’ Rebound Hides Weaker Dynamics…
Carbon Credit Prices: The Correction Has Just Begun…
Market Breadth Remains Poor Despite Equal-weighted S&P 500’s Record High…
Equities And Elections…
Our negative stance on European growth and assets is not devoid of risks. To gauge whether these risks warrant upgrading our growth outlook, we monitor Sweden closely. So, what is the current message from this Nordic economy?
Favor Health Care and Utilities for defensive positioning amid economic slowdown and volatility as the presidential election approaches. A Republican Sweep favors Real Estate and Materials, while the second most likely outcome, Democrat gridlock, favors Health Care, and Information Technology.
Back To Square One
Back To…
Fade The Strength In July’s NODX…
US Retail Sales Surprise To The Upside In July…
Beryl Is Only Partly Responsible For The Industrial Production Slump…