海外研报

Research Unplugged: US Conviction List - Directors’ Cut: August Spotlight

In this podcast, we listen in as Kate McShane, Bonnie Herzog, George Tong, andNoah Poponak join Chris Hussey and Sarah Herr to discuss four of the ideas – Dollar

SPX tests island top count at 5135 amid signs of tactical capitulation

SPX gapped down to test island top pattern count at 5135The S&P 500 (SPX) broke down from a 6/12 to 8/1 island top with downside pattern

Tomorrow, back to only thinking "Rate cuts!"

Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But