Nasdaq and S&P Futures
The large US banks opened higher on Friday, trading up by 1.5% to 3.7% in the morning session on news of earnings beat by JP Morgan and Wells Fargo.
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US Manufacturing Watch: Indicators point to a cyclical rebound
Welcome to this edition of the Watch series where we’ll take a closer look at US manufacturing, see if it can provide some guidance as to where in...
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The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
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EM by EM #13 – A sweetspot for Brazilian Equities?
Main takeaways:Brazilian Equities are on offer and provide solid value for long-only. If commodities are in for a rebound Brazil may be a decent...
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This Is a ‘Frenzy’ Market, and the Rally Should End Now!
Our Fear & Frenzy Sentiment Index has remained in 'Frenzy' territory for over two weeks. Based on history, this suggests a pullback in equity...
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