Equity Market Correction; Risk is Elevated

The Macro Research Board produce quality macro research, but also some strong equity sector work. In their latest report on US equities they warn that the risk of a near-term equity market correction is elevated, yet at the same time, cyclical conditions remain positive. Thus a moderately pro-growth stance is recommended. That means staying OW financials and UW energy. If you would like access to this report, click below to request it directly from MRB.