Category: Equity Leaders Weekly

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.

In this edition, we will take a look at the Aerospace & Defense sector in light of Ukraine’s president visit to the US and the US Dollar vs. Japanese yen reversal in light of the Bank of Japan’s recent policy decisions.

In this edition of the Equity Leaders Weekly, we look at the impact of the weakening US Dollar on Gold and at a rebound in Chinese equity markets as the country’s COVID policy changes.