Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
240 Views
Top Risk on Bets
DM short risk off trade is winding down with risk of a re test this week (EM’s outperformed marginally). We see the decline exhausting this week...
322 Views
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...
275 Views
Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
1.7k Views
Hopes for Uptick in Tech Exports
Exports slowing, but tech export cycle offers hopes for upturn Korea’s exports contracted 7% y/y for the first 20 days in Jan 16, up from the...
274 Views