What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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U.S. Equity Strategy:Â Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara
Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...
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The Market Sentimentalist - Media Trials (Part Two)
In the first part of this note we discussed Russia’s trial-by-media following accusations by the British government that Putin’s regime was...
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Week Ahead in Global Macro: Inflation (US, UK, Oil Reports, India), Japan/EU GDP, Lunar New Year
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we maintain short positions on US stocks...
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