End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125
Another blow-up non-farm number coming up? Run US macro bears, run! Ā European equities will end up 30% to 60% for the year. Play through...
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The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVPās high conviction long DollarSwissy call, I know, I know, itās downright...
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The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECBās timid approach to monetary policy.Ā Ā Monetary policy in...
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Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on ā the term āNever trust a Swiss central...
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Quiddity Leaderboard SP Select Sector Mar26 Rebal: One-Way US$7bn Flow Expected
This insight shows the breakdown of flows expected for the S&P Select Sector indices at the March rebalance. We see US$7bn a side on top of the...
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