Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Japan Fortnightly Update: Turning Point
TURNING POINT - Despite the last four trading days being 'up', the Japanese equity market composite fell by 0.6% over the last two weeks. New...
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5G-The Key to Self-Driving, Intel's Approach to AI, AI Chip Architecture & More: Pennock Idea Hub
FEATURE NEWS5G wireless may be the key to a self-driving future:Since 2016, a number of the top telecom equipment providers, including Ericsson,...
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Japan Display (6740)--Turnaround on IPhone 9 Looking Good
Japan Display Inc. (JDI) appears to be ahead of schedule for achieving its highest level of profits in FY3/19 since its IPO in 2014. With Q1 OP...
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The Apple Exodus and Declining FAANG Sentiment
Despite surpassing $1Tr in market cap, ownership of Apple Inc (AAPL US) among global equity managers has never looked so bleak. The percentage of...
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