US Stocks are still weak in CAPR, but the strong trends of its neighbours (Canada and Mexico) are starting to fade too. Spain, Italy, and South Korea continue their strong momentum, while South East Asia remains especially weak. Consumer defensive stocks are struggling, reflecting a broadly bullish market sentiment, while global tech stocks are staging a slow and steady comeback.
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GTI Premium Spreadsheet, 20 June 2025
In Asia this week, South Korea is growing in strength with names like SK Hynix in the leading category, while
GTI Premium Spreadsheet, 13 June 2025
Defence and AI remain strong, along with Asian financials. Saudi Arabia stands out as weak alongside some leading quality defensives.
GTI Premium Spreadsheet, 6 June 2025
This week, we are seeing continued weakness in energy and real estate, while global financials and utilities remain strong. We
