Hints and tips:
...Lori is keeping an open mind and adds: “If we find reason to become more optimistic about 2021 EPS in the upcoming reporting season, we’d consider becoming more constructive on the stock market.”...
...But the equity market is watching developments and since mid-May stocks with higher exposure to China have lagged, notes Lori Calvasina at RBC Capital Markets....
...Lori Calvasina, head of US equity strategy at RBC Capital Markets, says: “Although companies aren’t providing much official guidance, their commentary suggests investors need to prepare for a long, slow...
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...“Small-caps are on borrowed time,” said Lori Calvasina, director of small-cap equity strategy at Credit Suisse....
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