Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
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Top Short Triggers in Asia for a Q1 Pullback
We have outlined increasing risk of tops forming into the late January cycle timeline with some markets peaking before the SPX. The first top cycle...
605 Views
Chinese Trade Data Isn't All It's Cracked Up To Be
The jump in Chinese December trade data is due primarily to the base effect from a very weak December 2018. There are however interesting notes. ...
433 Views
How China Has Defied the Monetarist View of the Quantity Theory of Money
The monetarists led by Milton Friedman argued that it is impossible to boost National Income or GDP in the medium- or long-term (i.e., for any...
756 Views
Trade Goblet Half Full in the US and Half Empty in China
S&P 500 (SPX INDEX) found support just above the 3,050 cycle low target and after re testing 3,150 is vulnerable to weakness as trade wrinkles...
487 Views