Saudi: A New Hope?
It has been an interesting few weeks for observers of Saudi Arabia as Doha oil freeze talks failed, concerns re-emerged over the stability of the...
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US Push as EM Pressures Build
Chartonics weekly Monday 4 April 2016US push as EM pressures buildEurope remains our underperform bet (short DAX) with increasing evidence of an EM...
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The Macro Take: Fed digestion/indigestion to filter into week, then its all about PMIs & US 2Q GDP
Week ahead will see markets further digest the Fed statement & potential 180 degree turn on a rate hike Tactically the risk is to the upside...
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The Macro Take: 3...2...1... Lift-Off from the Fed!
With US equities holding up, it is three days to the first hike in close to a decade Even more important will be the language accompanying the...
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The Macro Take: Ten days to Fed lift off but the market must hold
The Fed doves can coo all they want, but the trend is 221,000 on NFPs This is trend over past three months, with jobless down to 5.1% (best in 7...
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