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C8 Weekly Bulletin:  Backing Value over Defensive – NDR’s Smart Sector

BY JON WEBB
January’s 6.2% advance in the US S&P500 index was far from uniform with sector performances stretching from a 15% gain in consumer discretionary to a 2% retreat in utilities. Given the importance of sectoral positioning  - alongside overall market-directional bets - this week we give the opportunity to our index provider, Ned David Research, to outline the big calls from its 'Dan Hagen/ NDR Smart Sector with Catastrophic Stop' strategy. Read more →

May 12: US-China Trade Developments and The Week Ahead

BY TEMATICA
April inflation data, Fed Chair Powell on deck, earnings we're digging into this week Read more →

Powell’s No Rate Cut Brings Trump Ire

BY TEMATICA
TSM's multi-year revenue outlook supports these Tematica models Read more →
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