Stocks Rally To New Highs, But Leadership From Commodities Persists

Blue Heron Systematic Portfolios Key Takeaways: While equities have rallied to new highs, our longer-term trend models still have US equities underweight relative to global equities and equities overall lagging commodities in terms of relative strength. At the sector level, only Health Care and Financials continue to have absolute trends that are still falling. Composite: Last month’s […]