Equity Analysis /
Global

Int'l Macro Vision: Sector Synopsis

    David Nicoski
    David Nicoski

    Chief Market Strategist 

    Follow
    Ross LaDuke
    Ross LaDuke

    Global Market Strategist 

    Follow
    Vermilion Research
    12 April 2022
    Published byVermilion Research

    Int'l Macro Vision Strategy: Bearish at the Index Level; Overweight Commodity Sectors (Energy and Materials) and Defensives (Health Care, Utilities, and Consumer Staples)