This Euro Barrier to Halt Rise
The Euro currency is nearing the tail end of a rather linear rise and starting to show signs of exhaustion. Before we get to the macro Euro chart...
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The Market Sentimentalist - Are You Experienced?
Summary In a world where geopolitical tensions are elevated, it is worrying that experienced world political leaders are in short supply. The...
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Populist Pandering Hurts the Dollar; Emerging Markets Powering On
USA politics appears to be descending steadily into a quagmire of dysfunction, contributing to a weaker and more uncertain US economic outlook. ...
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China (Underweight): Equities Driven by Stimulus & Flows, Not Reform (Part 2 of 6)
Main Conclusions There is no immediate indication of an end to either of the twin flows into Chinese offshore equities, namely global investors...
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Bank of Canada Could Surprise Again
The BoC rate decision tomorrow is a line ball call. The output gap model suggests getting a hurry on because the economy is moving into excess...
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