Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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Seasonality: September Is a Bad Month for ALL Risky Asset Classes
September returns for Equities, High Yield, Corporate Bonds, and Bitcoin tend to be weak, while Treasury and Gold returns are solid.
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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
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Cocoa Market Started Collapsing // Soybean Spreads crash down
Cocoa Market Started Collapsing Run-ups in commodity markets tend to be slow but steady but meltdowns on the other hand fast and sharp
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Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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