ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
213 Views
Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
236 Views
Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
155 Views
London Continues to Dominate Forex Trading
Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York,...
162 Views
The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
248 Views