Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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AmpGFX -Â Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
259 Views
AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
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Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
379 Views
Where Is Fortescue Heading ?
Historically, iron ore prices and stock prices have been very correlated. This correlation tends to have short term breakdowns, but over the...
324 Views