Equities
| US Equities
US equity research, from the S&P 500 to sectors and factors, on where stocks are heading next.
The health care sector is poised to resume its bull market, but the character of the rally will change. Sell hospitals and buy biotech.
The sinking global credit impulse warns that reflation has not overwhelmed deflationary forces. Financials will continue to suffer, while utilities and retail drug stores will benefit.
