Report
Valérie GASTALDY
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DBD Strategy Daily - REFLATION OR NOT?

Should you abandon or reinforce reflation gambles? We looked at the relative strength of 4 sectors. For the time being, Chemicals -which can illustrate cyclicals- are still worth being overweighed. Banks have not yet signalled that they will outperform again in 2018. Their relative strength is testing an important resistance. In the long run, that level should be passed, but how long before the signal comes? Food & Beverage, an essentially defensive sector, has recently recovered against a long-term trend that is not so strong any more. It looks like its is an opportunity to overweight it, but we would treat that occasion as a short-term one for the time being.
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Day By Day
Day By Day

​​DayByDay is an independent research company providing global macro and single stock analysis, recommendation and allocation based purely on behavioural finance methods. Those include long term cycle analysis, sentiment analysis, and technical trigger. DayByDay serves all clients in need of practical and precise publications to make effective market decisions, on any time horizon, from a few hours to a few years.

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Valérie GASTALDY

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