China: Economy Weak, Anti-Corruption Drive Unabated
Chinese economy continues tepid streak Industrial profits fell 7% y/y in Dec 15, sliding further from a 1.4% y/y decline in Nov 15, mainly due to...
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Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
272 Views
Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
324 Views
HK Dollar Peg Under Pressure
The fixed exchange rate in Hong Kong has served the autonomous territory well for more than thirty years. It has survived the reunification of Hong...
342 Views
Chinese Style QE
A lot of chatter has built around the ability of the PBoC to use a QE style intervention to take the bad loans out of the Chinese banking system....
337 Views