As Dollar Rebounds, EM and Europe Consensus Narrative Shaken
Overweight EM debt and the euro were two of the most consensus trades coming into the year, and I’ve been bearish - both are unravelling fast as...
286 Views
'Quantitative Squeezing': Prospects for Global Liquidity in 2018
We conclude five points about Global Liquidity in 2018: Global Liquidity will expand by around US$5 trillion net in 2018. This is stilla positive...
431 Views
US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPY 12:56 min. S&P - Rise into...
292 Views
European Equities - Good News Thanks to Inflation & Growth
The ECB may start tapering its bond purchases (currently at 60 billion Euro per month) later on this year, probably in September.With official US...
277 Views
CAC40 Index Review - Teleperformance In, Sodexo Out
A few hours ago, Euronext announced the results of the quarterly review for the Cotation Assistée en Continu (CAC) family of indices. The...
735 Views