The Week at a Glance: Stagflation or (temporary) Goldilocks?
Remember that we are replacing our “Something for your Espresso” with “The Week at a Glance” every Monday, featuring forward-looking expectations...
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Credit Suisse – Another European Daisy Chain
CREDIT SUISSE: Greensill is close to bankruptcy. Credit Suisse , GAM , Tokio Marine, SoftBank and others are likely to see additional weakness...
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Global ETF Synopsis: Highlighting Technical Trends Across the ETF Universe
We provide a comprehensive technical appraisal of the ETF universe, across markets, industry sectors and asset classes. We also highlight the most...
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The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017
-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...
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