reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Buying Global Technology; S&P 500 and MSCI ACWI Remain Above Base Supports Global equities (MSCI ACWI -- ACWI-US) and the U.S. (S&P 500) remain topside their respective bases at $117 and 5650-5670. As discussed last week (October 17, 2024 Int'l Compass), we upgraded our outlook on global equities (MSCI ACWI) to bullish, noting that we would use any pre-election pullback as an opportunity to add exposure. The pullback appears to be underway, and we are buyers as long as ACWI-US and S&P 500 remai...
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