On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
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The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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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...
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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...
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US Stock Market Seasonality: Â Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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