EQD | US Election - Hedge Considerations
The US election brings uncertainty, but market impact should be limited due to enduring Trump and Biden/Harris policies. Asian equities face high...
2.1k Views
EQD | Asia November Vol Roadmap - The Waiting Game
Major markets are not monetizing, with US FOMC and election impacting implied vols. Hang Seng, Shanghai Shenzhen, and Nikkei 225 have elevated...
364 Views
Tactical Outlook: Where Is GOLD Going?
Gold could find soon a bottom, and rally. BUY price zones and targets are discussed in the insight. Outlook analysis based on our GLD quantitative...
138 Views
Overview #78 – Not Out of the Woods
A review of recent events/data impacting our investment themes and outlook. Central Bank tightening, Iran taunting the US over rate hikes and a...
119 Views
Overview #64 – One Small Step for Man
A review of recent events/data impacting our investment themes and outlook. We look at a potential cyclical top in bond yields and a tradeable...
135 Views