A BUY signal on a European Sector – 11/04/2018
A BUY signal on this European sector…
A BUY signal on this European sector…
…banks take advantage of the recovery in the Euro zone to rebuild their balance sheets and should be able to help revive the economy…
…The sector has been in the correction phase since the summer of 2017, due to high multiples and unfavorable comparisons. However, the outlook remains solid, thanks in particular to…
…whose particularity is to be overweight in the commodities sector since all the oil & gas + mining sectors represent 26.3% of the index (versus 6% for the stoxx600), more than financials…
Our Crash indicator remains this week above the 50/100 threshold, which implies 15% cash in our Global Macro portfolio…
Bullish / bearish alerts of the indices this week…
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