China’s broken directional signal

. Marcuard’s Market update by GaveKal Dragonomics Rightly or wrongly, much of the recent tumult on global financial markets has been blamed on China. Many of the market’s substantive worries (economic collapse,

Strong US data confirm underweight

. Marcuard's Market update by GaveKal Dragonomics Data released on Friday (Aug. 7) reaffirmed the robust health of the US domestic sector. Paradoxically, this only strengthened our conviction that investors should underweight

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