Category: Equity Leaders Weekly

In this week’s issue of the Equity Leaders Weekly, we take our monthly look at what Sector Scopes are telling us about market sentiment and sector rotation and at the Dow Jones Utilities Average as an example of the impact of recent central bank hawkishness on interest sensitive sectors.

In this week’s issue of Equity Leaders Weekly, we take a look at what copper is telling us about the global economy and at the relationship between crude oil and energy stocks.

In this edition of the Equity Leaders Weekly, we take a look at recent action in the Canadian Banking and US Retailing sectors heading into their respective earnings seasons.

In this edition of the Equity Leaders Weekly, we look at the implications of the recent upturn in the US 10-year Treasury Note Yield, and at recent gains in cyclical sectors including industrials.

In this edition of the Equity Leaders Weekly, we take a our monthly look at Sector Scopes and consider the significance of the recent new all-time high for the FTSE.

In this edition of the Equity Leaders Weekly, we investigate what recent action in transportation and small cap stocks is telling us about the breadth of the current equity market rally.

In this edition of the Equity Leaders Weekly, we look at a potentially significant technical turning point for the S&P 500, and at what a breakout in the semiconductor sector is telling us about investor sentiment and the global economy.

In last week’s edition of the Equity Leaders Weekly, we highlighted a turnaround in US homebuilding stocks which has continued and also broadened to include the wider US real estate sector. Real estate stocks over the long-term, along with Utilities, tend to be sensitive to and often move in the opposite direction to interest rates, similar to but often more volatile than bonds.

In this edition of the Equity Leaders Weekly, we look at the Sector Scopes feature for insights into the current state of the market, and at the US Homebuilding Sector by looking at the iShares US Home Construction ETF (ITB).

In this edition of the Equity Leaders Weekly, we look at the evolving relationship between the price of crude oil and oil stocks, and at what the Australian/Canadian Dollar relationship tells us about changing sentiment and global capital flows.