Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
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Did the Fed Forget to Look at the February Inflation Report?
Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little...
200 Views
SIFI Seen as Impediment to an American Express Acquisition
Takeover rumors around American Express persist, but regulatory questions would likely frustrate any potential acquisition, several industry...
294 Views
ISA - Could Be a Pivotal Turning Point for Korea's Brokerage Sector
ISA (individual savings account) could be a pivotal turning point for Korea's brokerage sector and Korean stock market, similar to how the...
197 Views
Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strength Euro...
194 Views