Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
532 Views
Europe, MSCI ACWI Bullish Downtrend Reversals as Japan Tests Resistance; Tech, Health Care Buys
Bullish reversals have begun, as the $SPX, MSCI ACWI $ACWI, and $STOXX 600 are the first three major indexes to reverse topside their 4-month and...
564 Views
Soaring Spot Charter Rates Could Herald a New Upcycle for the LNG Shipping Industry
After a prolonged downturn that lasted more than three years, the LNG shipping industry is at an inflexion point as the recent surge in the spot...
726 Views
EM Spreads - Weekly News & Views
​Argentina's election setback impacts bonds, peso, and equities, raising concerns over reform momentum and political risk, while LatAm credit...
267 Views
EM Spreads - Weekly News & Views
​US tariffs impact Brazilian companies, MercadoLibre achieves investment grade, Pemex eyes $8bn, Gerdau coverage initiated, Vista 2Q25 results, US...
376 Views