The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
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The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation &Â The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
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Reversing S&P Long to Short
Chartonics flashThursday 29 September 2016NDX and S&P sell levels with action pointsCycles - Base case called for strength into late this week...
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Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
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