EM by EM #27 Not a Bazooka, but a Pumpgun
The Chinese stimulus package is too small and the composition underlines the domestic issues in China. If Chinese consumers remain conservative,...
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Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
434 Views
Steno Signals #60: Worse than Lehman in China!? The 3 Most Important Questions Right Now!
The markets over the past week or two have made little sense as commodities (especially energy) have continued to outperform risk assets despite...
390 Views
Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
301 Views
Steno Signals #59 – When It Rains on Janet Yellen, It Pours!
Either you do Japan, or Japan will do you! We have been covering Japan extensively throughout the year and it saved us from being run over by a...
376 Views