Vermilion delivers actionable equity research to professional investors. Vermilion’s unique technical and quantitative research methodology enables our team to deliver prescient investment recommendations to our clients regardless of their investment style. Vermilion produces both U.S. and international technical and quantitative equity research.
Risk Appetites Improving; Watching Financials, Copper, US Dollar
Index and Sector Breakdowns Remain Absent
Cautious Overall; Favor Large-Caps & Growth
Vermilion Macro Vision: U.S. Equity Strategy
Shifting To Growth As 10-Yr Yield Breaks Key Support
We are beginning to see some mild deterioration in market dynamics, including a break below the key 1.45% support level on the 10-year Treasury yield.