Equities
This week our three screeners explore equity trades in Robotics, European Quality and Technical, and Hong Kong.
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How Tight Is The Labor Market?
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Consumer Sentiment Rebounds, But Fed Still Trapped by Sticky Expectations
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Chinese Equities: Between Hopes And Headwinds
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The S&P 500 has breached 6000 and may retest all-time highs, but we would not recommend chasing the rally. Risk assets have shrugged off recession fears, with stress indicators like the VIX, SKEW, and VVIX still subdued, signaling limited demand for…
The London Sino-US trade talks offered hope of de-escalation, but Chinese equities remain under pressure from deflationary headwinds and lack a clear macro catalyst to trend higher.
Robotics is on the cusp of a new, powerful uptrend, powered by reshoring and technological breakthroughs that make robots more capable and affordable.
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Second Leg Risk Still in Play Despite TACO Trade Bounce
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Our Counterpoint Strategists see no signs of recession or market fragility but remain skeptical of US superstar stocks. Winners of past tech cycles rarely lead the next, making Web 2.0 firms unlikely beneficiaries of the AI-driven rally. BCA’s Counterpoint…
This week our three screeners explore equity trades in gold mining stocks, European banks, and US stocks ex-Tech should a recession not be imminent.