Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
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Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
189 Views
Rivals Call for Conditional Approval of Dow/DuPont in Brazil
In a regulatory filing published on February 13, BASF, which along with rival Syngenta was admitted as a third party in the CADE review last...
274 Views
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
200 Views
Monsanto / Bayer: International Antitrust Reviews
Antitrust regulators’ protocols and assessments of mergers differ by jurisdiction and this insight focuses almost exclusively on the international...
220 Views