AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point
Global markets and investor confidence have reached an inflection point. They have recovered from the extreme bearishness in the early months of...
255 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
444 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
326 Views
Risk Transition
Chartonics webcast Wednesday 23 March 2016 Risk on to off transitionTo view click on this link: http://www.screencast.com/t/Y2Eeop9P3Yad 5:08...
374 Views
Did the Fed Forget to Look at the February Inflation Report?
Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little...
285 Views