Anatomy of a Shutdown: Scenarios for an Outcome
The Republican president and Democratic House of Representatives remain at loggerheads over a partial government shutdown. This is not because...
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Dollar Yen BIG Short Phase II
Major top and short call at USD/JPY 114 and flash decline did have a direct impact on a risk assets and the Nikkei in line with our S&P and...
784 Views
U.S. Equity Strategy: Oversold Rally Continues
A combination of, optimism surrounding U.S.-China trade talks, and Fed Chairman Powell’s comments have led to a continuation of the oversold bounce...
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Beto’s Emergence: Pragmatic Policymaking Suddenly Seems Possible (Just 24 Short Months From Now)
As market scrutiny focuses on the short-term effects of current trends – i.e., slowing global growth, the US government shutdown and the Trump...
675 Views
Bearish U.S. Outlook Intact
Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off. All the major...
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