Portfolio Watch: Are you paying attention to China?
The Chinese equity trends have really been eye-catching over the past weeks and despite US efforts to flare-up the trade war via new tariffs, the...
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Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?
Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could...
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Energy Cable: Nowcasts hinting that April was a big false flag
Before we start we need to talk about freight rates as they are telling for the overall demand cycle. The Shanghai Containerized Freight Index...
302 Views
Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
570 Views
Balanced Fundamentals To Soften Crude Oil Prices
US crude oil inventory decreased, EIA predicts higher global liquid fuels production, and OPEC's spare capacity to remain around 4 million bpd...
343 Views