Dear Client, I will be on vacation next week. Instead of our regular report, we will be sending you a Special Report from my colleague Jonathan LaBerge. Jonathan will explore the risks posed to commercial real estate and the banking…
Dear clients, The Foreign Exchange Strategy will take a summer break next week. We will resume our publication on September 4th. Best regards, Chester Ntonifor, Vice President Foreign Exchange Strategy Feature The economy of Hong…
Overweight Our S&P home improvement retail overweight continues posting healthy gains: the position is up 23%, in relative terms, since the mid-April inception. Such handsome returns compel us to move our trailing stop…
BCA Research's US Equity Strategy service remains underweight the S&P communications equipment index Our S&P communications equipment index underweight stance is paying dividends, and ongoing capex-related woes…
Underweight Our S&P communications equipment index underweight stance is paying dividends, and ongoing capex-related woes signal that a breakdown is looming (top panel). US CEOs are still reluctant to spend on big ticket…
Dear Client, In lieu of our regular report next week, we are sending you a Special Report from my colleague Chester Ntonifor, Foreign Exchange Strategist. Chester will share his outlook on the Hong Kong Dollar. I hope you will find his…
The S&P health care equipment (HCE) index is our only overweight within the health care universe, and over the past several weeks the index has been ripping higher. One of the likely catalysts behind the recent rally in…