US Banks – Citigroup Core Income Deteriorating
Citigroup Inc (C US) shows all too well how lower taxation can support weakening income. This will certainly be a driver behind poorer sentiment of...
113 Views
Sanctions and Search Warrants Matter More Than Syria…
While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putin’s oligarch ‘clan’ and...
159 Views
FOMC Minutes – Growth, Financials and Technology Outperforms; Gold, Yen, HY and EMs Will Correct
FOMC released the minutes from its March 20-21, 2018 monetary policy meeting at 2:00 PM on April 11, 2018. A recovering S&P 500 and the DJIA,...
122 Views
Last Week in Event SPACE: Alibaba, Mobis/Glovis, Japan Display, Takeda, Santos, Sharp
Last Week in Event SPACE ... The new rules under the pilot program for China Depositary Receipts shrink the pool of hopefuls, but should still...
182 Views
Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
147 Views