海外研报

Options Opportunities in the Momentum and Growth Sell-off

Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth

Market Comments

Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,