Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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A Historic Meeting Between Trump and Kim Jong-Un
It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first...
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Samsung Electronics Bullish/Bottoming with SK Hynix Cycle Leader
SEC (Samsung Electronics) has lifted off of our 2.2m buy support zone twice now but the lead-lag cycle with the similar pattern breakout in SK...
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