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...
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Chinese Credit Growth Is Shifting Where It Grows Not How Much It Grows
The focus on the recent strong growth in headline financing growth has raised concerns about underlying demand for credit and continued reliance on...
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China Data: New Home Sales Growth Slightly Slower at 25.6% YTD Y/Y (Jan-Aug), Land Sales Still Low
Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6%...
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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,...
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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...
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