Economist (US Macro), RDQ Economics

Conrad DeQuadros

Economist (US Macro)

RDQ Economics

RDQ Economics provides global macroeconomic consulting services with an emphasis on U.S. economic fundamentals and monetary policy.  
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Our views are driven by consistent application of classical economic and monetary principles and has generated superior anticipation of changes in the stance of monetary policy and of movements in economic growth and inflation.
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The founders of RDQ Economics—John Ryding and Conrad DeQuadros—worked together on Wall Street for a decade, in the independent research space for nine years, and have experience in central banking at the Federal Reserve and the Bank of England.  John and Conrad have worked closely with fixed income, foreign exchange, and equity traders and portfolio managers, which has enabled their analysis and advice to be tailored to a clientele that is focused on trading and investment decisions.

Credit

The Unified Framework for Fixing Our Broken Tax Code was released this week and the highlights on the corporate side included a 20% corporate tax rate, expensing of capital equipment for the next five years, a partial elimination of the deductibility of interest, and eliminating the taxation of overseas profits (subject to some tweaks for tax havens).  On the personal side, the proposal is for three tax brackets of 12%/25%/35% versus the current seven brackets, the elimination of the state and…

The Unified Framework for Fixing Our Broken Tax Code was released this week and the highlights on the corporate side included a 20% corporate tax rate, expensing of capital equipment for the next five years, a partial elimination of the deductibility of interest, and eliminating the taxation of overseas profits (subject to some tweaks for tax havens).  On the personal side, the proposal is for three tax brackets of 12%/25%/35% versus the current seven brackets, the elimination of the state and…

U.S. Tax Policy Proposals: Principles and Potential Impacts

Emerging Markets Cross-Asset Strategist, Emvest Partners

Guillaume Coutant

Emerging Markets Cross-Asset Strategist

Cross-Asset Emerging Markets Technical Research

Emvest Partners

Emvest Partners is the leading independent French financial analyst specializing in Emerging Markets for  Asset Managers, Hedge Funds and Family Offices. The studies provided by Emvest Partners are based on a top-down, cross-asset and relative-value approach of the financial markets. The articulation of macroeconomic analysis and technical analysis improves the consistency of the recommendations, the mitigation of risks of error and a significant improvement in performance.

Technical Analysis

US Treasury (10 Yr Generic) / Technical Analysis

The long term hiking cycle from the FED is in progress, but uncertainties regarding its pace are not lifted yet.In terms of technicals, 10y <a href="https://www.smartkarma.com/entities/22878" target="_blank" data-smartkarma-citation="entities:22878:1">United States Treasury (T GOVT)</a> graphical elements have confirmed further upside move, mathematical indicators not yet.2,40% will act as the risk level to surpass to open a larger rise in yields towards 2,63% even 2,80% and to consider 2,00% as the true bottom for the months to come.2,1550% is the level of a potential setback below 2,40% before any new rise.…

The long term hiking cycle from the FED is in progress, but uncertainties regarding its pace are not lifted yet.In terms of technicals, 10y United States Treasury (T GOVT) graphical elements have confirmed further upside move, mathematical indicators not yet.2,40% will act as the risk level to surpass to open a larger rise in yields towards 2,63% even 2,80% and to consider 2,00% as the true bottom for the months to come.2,1550% is the level of a potential setback below 2,40% before any new rise.…

US Yield 10y (USGG10YR) – Long Term Rise Confirmed

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

In late July we outlined a bullish trajectory for US yields with risk of a September pullback in yield toward the 2.10% support in the 10 year that would set the stage for a bullish macro cycle turn. The drop in yield was used as part of our matrix to short banks and with a yield low called in early September to re instate a bullish bias for European and US banks.It is the 30-year yield chart that illustrates an incredibly bullish structure that will surprise the market in 2018 to the upside. We…

In late July we outlined a bullish trajectory for US yields with risk of a September pullback in yield toward the 2.10% support in the 10 year that would set the stage for a bullish macro cycle turn. The drop in yield was used as part of our matrix to short banks and with a yield low called in early September to re instate a bullish bias for European and US banks.It is the 30-year yield chart that illustrates an incredibly bullish structure that will surprise the market in 2018 to the upside. We…

Amareos

Ryan Shea

Thematic (Sector/Industry)

<h2>Summary</h2>The Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus, bringing the curtain down on what has been famously – and correctly in our view – described as the world’s greatest monetary policy experiment. Given that the global economy has become accustomed to cheap money over the past eight years, and with asset price valuations at historically elevated levels, the challenge for central bankers is considerable.…

SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus, bringing the curtain down on what has been famously – and correctly in our view – described as the world’s greatest monetary policy experiment. Given that the global economy has become accustomed to cheap money over the past eight years, and with asset price valuations at historically elevated levels, the challenge for central bankers is considerable.…

The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers

As was widely expected, the Federal Open Market Committee maintained a 1% to 1¼% fed funds rate target range today on an unanimous vote.  The Fed also announced that the balance sheet normalization plan, detailed at the June FOMC meeting, will be initiated in October.  That plan features an initial run off cap of $10 billion per month, with $6 billion on Treasuries and $4 billion on Mortgage-Backed Securities.  The Treasury run cap will rise $6 billion every three months to a peak of $30 billion…

As was widely expected, the Federal Open Market Committee maintained a 1% to 1¼% fed funds rate target range today on an unanimous vote.  The Fed also announced that the balance sheet normalization plan, detailed at the June FOMC meeting, will be initiated in October.  That plan features an initial run off cap of $10 billion per month, with $6 billion on Treasuries and $4 billion on Mortgage-Backed Securities.  The Treasury run cap will rise $6 billion every three months to a peak of $30 billion…

Fed Still Sees One More Hike in 2017 and Is Starting Balance Sheet Wind Down in October

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US Treasury (10 Yr Generic) (GT10 GOVT)

U.S. Tax Policy Proposals: Principles and Potential Impacts

The Unified Framework for Fixing Our Broken Tax Code was released this week and the highlights on the corporate side included a 20% corporate tax...

RDQ Economics

US Yield 10y (USGG10YR) – Long Term Rise Confirmed

The long term hiking cycle from the FED is in progress, but uncertainties regarding its pace are not lifted yet.In terms of technicals, 10y United...

Guillaume Coutant

Upside Yield Surprise for 2018

In late July we outlined a bullish trajectory for US yields with risk of a September pullback in yield toward the 2.10% support in the 10 year that...

Thomas Schroeder

The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers

SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...

Amareos

Fed Still Sees One More Hike in 2017 and Is Starting Balance Sheet Wind Down in October

As was widely expected, the Federal Open Market Committee maintained a 1% to 1¼% fed funds rate target range today on an unanimous vote. The Fed...

RDQ Economics

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