US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
227 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...
237 Views
China Asset Risk Clear in Margin Data
Benign NPL formation in the latest quarter for China’s banks is not only due to write-offs. More likely, there is a significant amount of...
199 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...
159 Views
China House Prices Keep Rising: 13.8% Y/Y In August Vs 12.4% in July (SouFun 100 Cities Index)
In August, average house price increased 13.8% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 12.4% the previous month. It is...
191 Views