Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
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Turkey Shoot
* Stronger USD on the back of higher interest rates, and higher USD-denominated oil prices are the perfect storm for the Turkish economy and...
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Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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