Growth Counter-cyclicals Tag

Trusty Copper Signaling More Dis-inflation, But It’s Not Alone

03 Aug, by Bryce Coward, CFA in Economy, Knowledge Leaders, Markets

With the economic weakness in China permeating Asia and EMs generally, we should not be at all surprised to see copper making a new cycle low, and it is (chart 1). But Dr. Copper is hardly alone in providing a dis-inflationary signal. Indeed the broad-based weakness...

Are Staples and Health Care Poised for More Outperformance?

22 Jun, by Bryce Coward, CFA in Economy, Markets

Today's cyclical jolt aside, it appears from glancing at relative performance charts of growth counter-cyclicals (our code wording for the Consumer Staples and Health Care Sectors) that they could be poised for a relative performance breakout. Indeed, in all major regions of the world, growth...