September, historically the weakest month of the year for equities, has arrived with US investors still in a good mood following last week’s comments from Fed Chair Powell who didn’t say anything in his big Jackson Hole speech about tapering stimulus leaving investors to assume that the easy money party may continue for a while yet. In this issue of Equity Leaders Weekly, we look at breath and concentration issues in the current US market rally and at what gains in the US utilities sector is telling us about investor sentiment.
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