Day Hagan Research
Day Hagan’s Research is a resource for U.S. and global financial market research and portfolio insights to help fuel client relationships and grow your practice. Read market commentary and research to help you deliver on your clients’ financial goals.
Day Hagan Smart Core Equity Strategy Update November 2026
We continue to own companies whose earning power, cash generation and competitive positions support their long-term value. October’s reports provided several reasons to maintain that conviction. Cloud demand accelerated at Alphabet and Amazon, ServiceNow expanded contracted business, and newer medicines drove growth at Merck and Bristol Myers Squibb.
Day Hagan Catastrophic Stop Update November 2, 2026
We remain invested, with a selective approach and clear risk controls. Strong earnings and broader participation beyond technology support equities, while relatively contained credit spreads suggest the recent decline remains orderly. Inflation, elevated borrowing costs, and the cash demands of AI spending warrant caution. Our Catastrophic Stop Model remains above its sell threshold.
Day Hagan Catastrophic Stop Update October 26, 2026
We remain invested, but selective as market support weakens. The Catastrophic Stop Model fell to 45.45%, with reduced exposure triggered below 40% for two consecutive days. Strong earnings, excessive pessimism, and rotation beyond Technology provide support, while softer breadth and slowing earnings upgrades warrant caution.
Day Hagan Catastrophic Stop Update October 19, 2026
The evidence continues to support remaining invested, with caution. The Catastrophic Stop Model improved to 59.09%, and the high-yield bond breadth factor returned to a buy signal. However, Technology’s sharp decline shows how quickly strong earnings expectations can collide with concerns about valuations and financing.
Day Hagan Smart Core Equity Strategy Update October 2026
The DH Smart Value Portfolio seeks companies that can earn more than their cost of capital, convert those earnings into cash, and trade at prices that leave room for a margin of safety. That combination—economic profitability, balance-sheet strength, durable cash flow, and valuation discipline—is especially useful when markets are rewarding both innovation and financial discipline.
Day Hagan Catastrophic Stop Update October 5, 2026
The Day Hagan Catastrophic Stop declined to 54.55% from 59.09% last week. The evidence supports remaining invested, but caution is increasing. Our Catastrophic Stop Model remains above its sell threshold, while weakening stock and high-yield bond participation signal deterioration.
Day Hagan Smart Sector® Fixed Income Strategy Update October 2026
Higher yields have improved the income available to bond investors. They have also raised the cost of being early. Our updated indicators favor inflation protection, floating-rate exposure and dollar-denominated emerging-market debt, while broad U.S. Aggregate bonds and long Treasuries face a less favorable signal mix.
Day Hagan Smart Sector® International Strategy Update October 2026
We enter October overweight Japan, South Korea, Switzerland, and Taiwan. The Netherlands and the United Kingdom are neutral. Australia, Canada, China, France, Germany, and India are underweight. The portfolio continues to allocate approximately 85% of its equity holdings to Core markets and 15% to Explore markets.
Day Hagan Smart Sector® with Catastrophic Stop Strategy Update October 2026
The portfolio enters October overweight Information Technology and Financials, with a new modest overweight in Materials. Consumer Discretionary, Consumer Staples, and Health Care move from neutral to underweight. Communication Services remains underweight, and Industrials is underweight. Energy, Real Estate, and Utilities remain neutral.
Day Hagan Catastrophic Stop Update September 28, 2026
The Day Hagan Catastrophic Stop Model rose to 59.09% from 50.0% last week as the Daily Market Sentiment Composite rebounded from extreme pessimism (see the second chart below). The model continues to support benchmark-level equity exposure.
Day Hagan Catastrophic Stop Update September 21, 2026
The Day Hagan Catastrophic Stop Model held steady at 50.0%. The model continues to support benchmark-level equity exposure.
Day Hagan Smart Sector® Fixed Income Strategy Update September 2026
August delivered a useful reminder: income may help cushion a bond portfolio, but it doesn’t always offset significant price declines. Government yields rose across much of the developed world as investors reconsidered inflation, central-bank policy, fiscal borrowing, and the capital required for artificial-intelligence infrastructure.
Day Hagan Smart Sector® International Strategy Update September 2026
August rewarded international markets that could turn a broad theme into visible earnings. Semiconductor foundries, memory producers, automation companies, and the infrastructure behind artificial intelligence generally outperformed, while expensive or economically sensitive markets without comparable earnings confirmation tended to lag.
Day Hagan Smart Sector® with Catastrophic Stop Strategy Update September 2026
August rewarded two very different sources of leadership. Energy & Information Technology outperformed as crude oil rose and enthusiasm returned to the AI buildout theme. Utilities & Industrials lagged. Beneath the index, investors favored companies with current cash flow, visible demand, and the ability to fund growth without relying on cheaper money. The lesson was not that one style had won.
Day Hagan Catastrophic Stop Update September 14, 2026
The DH Catastrophic Stop Model declined to 50.0% from 54.55% last week, signaling further deterioration in equity-market and high-yield bond breadth. The weakening trend warrants caution, but the model remains above its sell threshold. A reading below 40% for two consecutive days would prompt us to raise cash. Until that occurs, the model continues to support benchmark-level equity exposure.
Day Hagan Smart Core Equity Strategy Update September 2026
The DH Smart Value Portfolio seeks companies that can earn more than their cost of capital, convert those earnings into cash, and trade at prices that leave room for a margin of safety. That combination—economic profitability, balance-sheet strength, durable cash flow, and valuation discipline—is especially useful when markets are rewarding both innovation and financial discipline.
Day Hagan Catastrophic Stop Update September 8, 2026
The Day Hagan Catastrophic Stop Model declined to 54.55% from 59.09% last week, reflecting deterioration in equity-market breadth, as shown below. The weakening deserves attention, but the model remains comfortably above its defensive threshold and continues to support benchmark-level equity exposure.
Day Hagan Catastrophic Stop Update August 31, 2026
The Day Hagan Catastrophic Stop Model declined to 59.09% from 68.18% last week due to the High-Yield Bond Breadth indicator moving back to a sell signal. Overall, the model continues to support benchmark-level equity exposure.
Day Hagan Catastrophic Stop Update August 25, 2026
The Day Hagan Catastrophic Stop Model held steady at 68.18%. Overall, the model continues to support benchmark-level equity exposure.
Day Hagan Catastrophic Stop Update August 18, 2026
The Day Hagan Catastrophic Stop Model held steady at 68.18%. Overall, the model continues to support benchmark-level equity exposure.