May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen
The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market...
219 Views
Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
374 Views
AMZN Gets Challenged...As COGS Rise...And Service Quality Hits Plateau
Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax...
174 Views
The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
449 Views
Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
307 Views