In each Weekly ThinkTank we wrap the previous week's key market moving themes, including macroeconomics, stock and major broker announcements, and technical factors. Then, we look to the week ahead.
In this week's edition, we consider whether the rotation out of growth towards value and cyclical stocks has run its course. Are we at the start of a switch back to growth?
We'll also investigate the charts to make sense of last week's rally in global stock indexes. Is it sustainable?
The big brokers have been active this week, we'll check up on all of the key upgrades, downgrades and price target changes.
We'll investigate all of this and more in this week's edition.
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