Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
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India and Australia to Join the Bear Campaign
It is becoming more difficult to find markets to short in Asia when core Asia is moving into oversold tactical levels. We have been short HK, H...
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Market Repricing and Aussie Reporting Season
Last week’s equity market repricing should be viewed positively. It could mean a deeper sell-off further down the track has been avoided if lower...
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