MACRO

Research Summary

The article discusses the potential for small-cap stocks to catch up with the rest of the market. The author suggests that despite the bearish sentiment, the technicals indicate a positive outlook for risk assets. The article also highlights a potential decrease in global liquidity and discusses the short-term overextension signals in the Qs. It further mentions the bullish setup in NTDOY and the potential breakout in Bluelinx Holdings (BXC), a homebuilder supplies company.

Actionable Insights

  • Consider small-cap stocks: The author suggests that small-cap stocks may be set to catch up with the rest of the market.
  • Watch out for liquidity changes: The article warns of a potential decrease in global liquidity, which could impact the market.
  • Keep an eye on NTDOY and BXC: The author points out the bullish setup in NTDOY and the potential breakout in Bluelinx Holdings (BXC).

Visit the full report here

Categories

Related Research