Global Macro Take: WK 13. Sitting on the Side-Lines… for Now
Given the tight & very light volumes last week, we really need everyone back in their trading seats to get a lay of the land Key question...
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Dah Sing - Ka Ching Ka Ching Ka Ching
For those of you following the Dah Sing Financial Holdings (440 HK) situation, this is an update of the ongoing trade idea with updates for...
418 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
313 Views
New BIS Proposal on Operational Risk, Comparing China to Australia
There is a new proposal from BIS that is seeking to change the way banks calculate their operational risk. The concern they have is the current...
320 Views
Keynesian Brain Twister: What Happens When We Get Inflation & Negative Rates?
Short answer: We get more Larry Summers editorials.Long answer…Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and...
346 Views