Financials like JP Morgan and Goldman Sachs still dominate, defying the narrative of a tech-first market, and fintech disruption. At the bottom end, Procter & Gamble and McDonald's are among many struggling consumer defensive stocks, while Berkshire Hathaway and Costco are weakening.
US Stocks are still weak in CAPR, but the strong trends of its neighbours (Canada and Mexico) are starting to
In Asia this week, South Korea is growing in strength with names like SK Hynix in the leading category, while
Defence and AI remain strong, along with Asian financials. Saudi Arabia stands out as weak alongside some leading quality defensives.
