Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
354 Views
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
355 Views
US Policy Focus Shifts to Closing Trade Deficitā¦
Ā·Ā A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly ā energy and materials have...
427 Views
2017 Asset Allocation Outlook ā Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
489 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
2.7k Views