Raising Short Bets Ahead of Summer Rout
This is an action point update we issued to this morning to core clients but felt the inflection we are facing is so compelling that we would...
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Shorting the EEM Peak
Increasing evidence of an EM top is mounting as we tie in seasonality, our cycle timeline work, overhead physical barriers, the dollar and our...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook. However a big rotation is underway. The "anti-reflation" call...
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US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPY 12:56 min. S&P - Rise into...
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