The Macro Take: 3...2...1... Lift-Off from the Fed!
With US equities holding up, it is three days to the first hike in close to a decade Even more important will be the language accompanying the...
379 Views
The Macro Take: Ten days to Fed lift off but the market must hold
The Fed doves can coo all they want, but the trend is 221,000 on NFPs This is trend over past three months, with jobless down to 5.1% (best in 7...
373 Views
The Macro Take: Not out of the woods yet, US Equity grind up or further meltdown?
Despite a healthy equities bounce last week, the VIX is still at 26, down -7% for the week The commodity squeeze scenario is playing out, with the...
322 Views
The Matrix: A Strategist's Roving Thoughts – Risk-on, Greece Is Clearly Fixed?????
China is rebounded strongly, closing up for the week, with +10.5% coming through over Thu & Fri. SH Comp closed at 3,878(+5% WK, +20%...
288 Views
The Matrix: A Strategist's Roving Thoughts... Greece Is Not A Vacuum People
Greece is not a vacuum, Risk-Off to accelerate as we near the 5-Day deadline on Sunday By early Friday, the EURUSD will be lower, and the yen and...
366 Views