Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
169 Views
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...
201 Views
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...
190 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...
191 Views
Dah Sing - Ka Ching Ka Ching Ka Ching
For those of you following the Dah Sing Financial Holdings (440 HK) situation, this is an update of the ongoing trade idea with updates for...
309 Views