End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125
Another blow-up non-farm number coming up? Run US macro bears, run! European equities will end up 30% to 60% for the year. Play through...
396 Views
The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
507 Views
Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...
517 Views
Eisai Co Ltd (4523 JP): Label Expansion Drives Leqembi Ahead; Competitive Landscape Turns Favorable
Eisai has guided for Leqembi revenue of ¥77B, up 73% YoY. Recent clinical trial setbacks suffered by two large players, J&J and Novo Nordisk...
474 Views