Tactical View: We need the US for a sustainable equity bounce
US price action overnight was disappointing, given strong rally in Eurozone China's actions fully focused on economy, not on market, but I'm...
390 Views
Mad Thoughts Of A Macro Strategist... Greece, Vol., Tech, Chart Gaps, Gold, Risk-on or off?
(Forgot to post this yest, format is a bit unorthodox - but at the end of the day, this a platform for practicality & actionable ideas over...
340 Views
THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP
The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...
436 Views
KVP'S MACRO TAKE: NFP COULD SPELL MORE PAIN FOR USD, MEANWHILE WATCH THE RBA CUT ON TUE APR 7
DXY is dwn -3.8% over the past 3wks with bearish sentiment returning post NFP miss – will the Fed wed mins curb or accelerate sentiment?I expect...
447 Views