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. ...
143 Views
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...
149 Views
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...
101 Views
Emerging Asia: Review and Outlook (Part 1 of 6)
The renewed surge in emerging market equities appears increasingly at odds with the underlying fundamentals in a manner which is starting to be...
214 Views