TINA Has Left, Bond Yields Shine, and Cash Is King!
Taking a 1000 feet view shows a massive shift in (volatility-adjusted) yields from equities to bonds. But with central banks tightening...
1.1k Views
Trump Is Not the Cause but an Effect of De-Globalisation; No Magical Rebound in Trade
Between 1946 and 2011, global trade volumes typically grew at least 1.5-times the pace of global GDP growth, except during years of global...
433 Views
Coronavirus - An Unexpected Positive Ray Of Light From The Epicentre - Inteqres
Europe is officially in crisis. Borders are closed, shops are empty and lockdowns are growing. Fear driven by social media and the press is...
447 Views
2018 Outlook: Part 2 – Global Investment Cycle Turning?
The view a year ago was that the USD rally would reverse as US reflation euphoria faded, 10-yr Treasuries were more likely to test 2% than 3 and...
262 Views
Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
322 Views