Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strengthĀ Euro...
317 Views
Crowdfunding as an Investment Theme
Banking profits are under attack from FinTechOver the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their...
475 Views
Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures andĀ potential losses, and see both good news and bad news forĀ investors.First, the good...
287 Views
S&P Cap, DXY in Line, WTI and Copper
Our S&P buy limit at 1,875 was spot on per our dip/rally call, and we are seeing gains back to the touted 1,910-20 area where we are exiting...
257 Views
Financial Services Observer.Ā A Polarized World: Credit Bubbles in Emerging and Developed Economies
The financial crisis left a deafening echo in investors' ears.The ingredients of any financial bubble are well known: Easy credit availability,...
326 Views