Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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AMD-The Obituary? Poppycock!
Yesterday, short-seller Viceroy Research published a report entitled "AMD- The Obituary" in which they claimed that Advanced Micro Devices (AMD US)...
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AEM: Strong Momentum Continues with Share Price +80% YTD; Fair Value Raised to 8.4 SGD (+40% Upside)
Aem Holdings Ltd (AEM SP) held its full-year analyst briefing where management looked back on what has been a stellar 2017. Revenue in 2017 was...
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Intel's Former President Launches ARM-Based Server Startup
In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...
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Beijing Hubris Risks Policy Error, as Europe Becomes Key For US Yields…
Rising bond yields are reflecting less current inflation than growing evidence of supply side bottlenecks; in December, US truckers saw spot rates...
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