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...
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'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...
377 Views
Pullback Opportunities in European Small Caps
Pullback opportunities are currently in limited supply. While most markets are advancing to 12+ month highs, including the U.S., Japan, and EM,...
890 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...
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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...
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