ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation &Â The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
299 Views
Reversing S&P Long to Short
Chartonics flashThursday 29 September 2016NDX and S&P sell levels with action pointsCycles - Base case called for strength into late this week...
383 Views
Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
336 Views
Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
320 Views
London Continues to Dominate Forex Trading
Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York,...
278 Views