Equity Fuel as USD Re Sets
US equities show signs of breaking higher out of congestion after dual head fakes. Small caps, DJI and financials are standout picks. S&P 2,204...
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Fed Watching 2.0
Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of...
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Korea: Still on Track to Cut Rates and Ease Mercantilist Surpluses
We continue to expect another rate cut from the BoK at its next policy meeting, given that inflation remains low (0.7% YoY CPI inflation), and the...
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US Demand Will Buoy Asia (Ex-China) In the Next Half-Year
ISM manufacturing new orders have been a reliable 6-month leading indicator of US demand for Asia's exports. While the magnitude of Asia's...
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East Asia: Improvements in Korea and Taiwan
South Korea:Â Outlook improves on bigger stimulus, firming consumption GDP expanded 3.2% y/y in 2Q16, up from 2.8% in 1Q16, led by private...
262 Views