The Market Sentimentalist: Turkey's Referendum- Win Or Lose?
Summary: Referendums seem to be all the rage. Scottish politicians are pushing for a second independence referendum and next month Turkey’s...
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Equity Lull with USD Tail Wind
US equities are in a fade cycle given the S&P crack of 2,365 micro support. Short protection focused in NDX and IWM. Trimmed transport long. US...
307 Views
President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
316 Views
The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
380 Views
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...
435 Views