Dollar Shortage? Only for the Foolish
The chattering classes have two new themes, higher interest rates and quantitative tapering. The former, it is argued, is what is causing market...
299 Views
Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
168 Views
China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
223 Views
With the Inflation Target Breached, Can the Fed Postpone Signalling Faster Rate Hikes?
FOMC is likely to be concerned by the clear upward spurt in core inflation. The FOMC (Federal Open Market Committee) is meeting hot on the heels of...
260 Views
Technical Appraisal of Global Markets
Corrective action is spreading throughout most major indexes, and many are currently testing critical support levels. With market internals still...
326 Views