Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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Industrial Capsule: Machinery for Construction, Mining and Quarrying in Japan
Sales to domestic construction sector expected to recoverIn 2016 the Japanese machinery for construction, mining and quarrying industry remained...
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21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
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Deere & Company – In the Headlights
* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.* John...
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Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
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