2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
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Overview #3 -The Good, the Bad, and the Bank of Japan
The Bank of Japan continues to tinker around the edges, not impacting the JPY's primary trend, while the Federal Reserve continues to run an easy...
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Surprise Weakness Job Growth Brings Rate Cut Closer
US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
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5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
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Positioning Watch – Prepare for further action in JPY pairs
Hello everyone, and welcome back to our weekly positioning/sentiment overview!Equity sentiment has soured a bit since we last spoke, with broad US...
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