Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
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EM by EM #22 The Good, the bad and the ugly
EM’s are desperate for a weaker USD and may see some brief yet necessary breathing room from the pending US Government Shutdown.
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Energy Watch: Time for Nat Gas to Outshine Oil?
Back at the office after spending time with clients in the energy space with loads of discussions around the intersphere between Macro and energy...
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Understanding Oil Price Shocks: What to Expect from Asset Class Returns?
Oil price shocks push inflation higher and favor Gold as an asset class, but unlike what many believe, are not bad news for Equities!
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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
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