USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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The Good, The Bad and the Ugly: RRG Corporate Governance Scoring System Spots Likely Frauds in EM
Corporate Governance: Overview and Recent Additions Our proprietary corporate governance scoring system now covers 1,410 stocks. Our scoring...
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Bad Jobs Report Good For Some EMs, Great For Others
A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just...
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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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March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
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