The Macro Take: Not out of the woods yet, US Equity grind up or further meltdown?
Despite a healthy equities bounce last week, the VIX is still at 26, down -7% for the week The commodity squeeze scenario is playing out, with the...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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Tactical View: We need the US for a sustainable equity bounce
US price action overnight was disappointing, given strong rally in Eurozone China's actions fully focused on economy, not on market, but I'm...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
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