Equities
| US Equities
US equity research, from the S&P 500 to sectors and factors, on where stocks are heading next.
Consumer products stocks are likely to move to an even larger valuation premium before the cyclical outperformance phase ends.
Equities are celebrating domestic economic disappointment rather than re-pricing the risk of ongoing profit struggles. This reinforces that liquidity and share price momentum are still the dominant market forces.
