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Hess Corp (HES US)
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148
Analysis
Energy
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United States
Hess Corporation is a global independent energy company engaged in the exploration and production of crude oil and natural gas.
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bullish
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Thematic (Sector/Industry)
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23 May 2016 08:59
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
Kay Van-Petersen
188 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 23:17
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
Hao Wang, CFA
189 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2016 10:56
Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
Kay Van-Petersen
184 Views
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bullish
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Macroeconomics
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14 Apr 2016 07:57
AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
Greg Gibbs
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188 Views
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bearish
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Macroeconomics
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04 Apr 2016 07:48
AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
Greg Gibbs
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192 Views
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