Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
620 Views
Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTSÂ A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
510 Views
What the Market May Be Missing About Trump's Trade "Strategy" With China
Trump is a bit of a conundrum. With his propensity to take to twitter to respond to minor slights it might be tempting to consider him a person who...
315 Views
Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
321 Views
Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
422 Views