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DB CoTD: The greatest rotation...

Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
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The return of the rest?

In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
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DB CoTD: The 2% club has increased

** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
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CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
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Housing deflating, demographics deteriorating, and exports slowing

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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Global Fund Manager Survey In Soft We Trust

BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July
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Doubtful on growth, hopeful on the market

Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
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Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
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Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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