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US bounce

General - 10 November 2020

Ingham Analytics have introduced a Securities Strategy themed analysis that follows on from the recently introduced Banks Monitor, Energy Monitor, and Mining Monitor. They say in “US bounce” that Monday 9 November witnessed one of the largest ever market rotations between value versus growth. The losers were tech. Whilst the note points to several encouraging data there is a touch of caution as to a false dawn.

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