Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
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Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
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Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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