Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
249 Views
AmpGFX - Quick Take on the BoJ Shock Rate Cut
The Bank has cut the effective cash interest rate to -0.1% from +0.1% (-20bp). Banks will be required to pay 0.1% on balances held in their...
318 Views
Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
1.7k Views
Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
322 Views
East and South China Sea Disputes Simmer
Incremental steps to push the envelope by disputing parties raise the risk of unintended clashes Japan has relocated refuelling of its surveillance...
356 Views