The recent uptick in US Treasury yields has not been confirmed by other areas of the bond market (specifically Bunds & JGBs). Bonds at this point are extremely oversold and sentiment...
US Stocks have been a bit dicey since yesterday afternoon as we're seeing a lot of high beta names get chopped down. This is never fun if you've been riding trends.
But when markets get turbulent, the strongest stocks and future leaders tend...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes...
One thing we want to watch out for is this recent relative strength in Consumer Staples. I don't think it's necessarily time to sound the alarm just yet, but continued relative strength out of this group is ...
Key takeaway: Investor optimism has been unwinding even as indexes have moved into record territory and breadth remains strong (NYSE new high list at...
