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Growth Scare Expanding Now…Large Cap Equity Indices Most at Risk
• Russia Enters the Vice-Grip
• EU Growth Profile: Cross-Asset Correlation to Reconnect & Lead EURO STOXX 50 Index Lower
• US Growth Profile: Pillars of Housing, Autos & Texas to Lead S&P 500 Index Lower
• China: H and A Share Markets Continue to Diverge…A Share Market is Correct
• Model Portfolio Update: Taking Profit or Restructuring Brazil (EWZ) Equity Position

Overnight

Right now everyone has a favorite metric that points to further disinflation. But, at the end of the day, the real world only really cares about one – Crude Oil.

Brent Crude Oil has made another new low and WTI Crude Oil has taken out the January low.

We are highlighting this first today for a number of reasons. Continue reading →