In general, World Equity markets have been grinding consistently higher since October with very little volatility. In the past week or so this has changed as many Indexes in Asia, particularly China’s Shanghai Composite, have endured some real structural damage. While the recent pullback is being attributed to the onslaught of negative headlines related to […]
Taking a Look at Global Market Relationships
As Q1 2019 comes to a close, there is a lot of chatter about the S&P 500 topping and a looming recession sparked by a yield curve inversion. That’s great and all but there is plenty more to analyze out there than just one US based index. Investors have other important decisions to factor in, […]
Emerging Markets Outperformance To Continue?
2018 was a challenging year for global markets overall. While the S&P 500 finished down -7.6%, Emerging Markets were hit harder ending -19.4%. With 2019 off to a great start for both assets, an interesting analysis is how Emerging Markets began to outperform the S&P 500 in October when US markets peaked. Since October 1st, […]
Todd Sohn on Emerging Market & Software Stocks Risk-On Behavior
Todd Sohn, Director of Technical Analysis at Strategas Securities, was on BNN Bloomberg today discussing various positive risk-on factors in the market. This was a great discussion between Todd and Catherine that covered many ideas for investors including Chinese Internet Stocks to the Enterprise Software Sector. To begin, Todd brings up both an important and […]