AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
4k Views
Earnings Certainty Continues to Deliver Strong Returns
Evidente has updated the performance and ranking of its proprietary systematic model of earnings certainty or predictability and found that stocks...
220 Views
Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
284 Views
Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds
Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms. ...
221 Views