AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
265 Views
AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
4.1k Views
Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
381 Views
Where Is Fortescue Heading ?
Historically, iron ore prices and stock prices have been very correlated. This correlation tends to have short term breakdowns, but over the...
326 Views
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
368 Views