Global Growth Shaken, Central Banks Stirred
The drastic measures which governments across the world have taken so far to mitigate the spread of the coronavirus have few precedents outside of...
558 Views
Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
448 Views
Geopolitical Comment: While Markets Are Hoping for US-China Mini-Deal, Turkey Is Playing with Fire
Earlier this month, the news that the US and China were nearing a limited trade deal returned optimism to the markets. At the annual IMF and World...
552 Views
Hong Kong Event Downside Support/Target
We want to outline probable downside targets given increasing risk of a military response out of China once the HSI is back below 25,000 pivotal...
522 Views
Risk Ripples Below SPX 2950
In this webcast we update levels and momentum triggers in our base case bear scenario post Fed and below SPX 2,950. We started shorting weaker...
511 Views