Chart of the Day - The Canary In The (GCC) Coalmine?
The IMF's latest fiscal breakeven oil price estimates for the Middle East show Bahrain is a clear outlier. Next year's breakeven price is seen as...
217 Views
Energy Stocks Bottoming
We are seeing a majority of energy-related equities stage bullish price and RS reversals, emerging from bullish bases and breaking to multi-month...
541 Views
Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
711 Views
Russia 2017 Weakness Is Not over Yet
1.   Macro analysis suggests : Oil remains in a very cloudy situation with contradictory data (stockpiles), global demand, and OPEC intentions....
238 Views
A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
492 Views