The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
507 Views
Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...
517 Views
S&P500 March 2026 Forecast: VRT, COHR & SATS Leading the Pack
Announced additions: VRT, COHR, SATS and LITE. Following the announcement, all four are trading higher in after hours by 5.2%, 0.7%, 3.2%, and...
1.5k Views
Ciena Corp (CIEN US): Poised for S&P500 Inclusion Amid Price Surge and Dayforce Acquisition
CIEN replaced DAY in S&P500 migrating from MidCap at the close of 6 February with total passive fund volume of 30m shares and estimated net demand...
494 Views