The coronavirus outbreak in late January swiftly shifted the direction in global markets – from an ebullient risk assets rally to an anxious selloff. U.S. stocks had performed in line with global peers, before switching gear to outperform them. We see their performance pattern before late January to reassert itself over the next six to […]
source https://thebtrader.com/2020/02/10/why-we-are-still-neutral-on-u-s-stocks/?utm_source=rss&utm_medium=rss&utm_campaign=why-we-are-still-neutral-on-u-s-stocks
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