Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
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Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
492 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Apr 2026)
​Statistical methodology identifies eleven pair trade opportunities across four markets and five sectors, offering unique insights into relative...
225 Views
MS-Australia Index Earning Revision (Mar): Woodside Energy, Commonwealth Bank Of Australia, ANZ
We analyzed MS-Australia's consensus for Mar 2026 and highlighted changes of EPS in Woodside Energy (WDS AU), Commonwealth Bank Of Australia (CBA...
355 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
685 Views