Economist

Richard Iley

Macroeconomics

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Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key question, we again employ the IMF's medium-term economic forecasts and compare expected average GDP growth in the second half of the decade with growth outturns in the first five years.  
Yesterday's chart of the day, which looked at who is expected to be the fastest growing economies in the second half of this decade gave a clear answer: India, Bangladesh and…
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Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key question, we again employ the IMF's medium-term economic forecasts and compare expected average GDP growth in the second half of the decade with growth outturns in the first five years.  
Yesterday's chart of the day, which looked at who is expected to be the fastest growing economies in the second half of this decade gave a clear answer: India, Bangladesh and…


Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Thematic (Sector/Industry)

-Trump made a unifying, "presidential" speech outlining continuity in Afghanistan policy, albeit with some additional deployment of troops, and greater aggressiveness toward Pakistan; the latter will respond by closing off supply lines, and US options will diminish if isn't willing to engage Iran (and use its port at Chabahar as an alternative). -On foreign policy (including trade), the Deep State is gradually regaining control, especially with the departure of Bannon; instead of an "economic…

-Trump made a unifying, "presidential" speech outlining continuity in Afghanistan policy, albeit with some additional deployment of troops, and greater aggressiveness toward Pakistan; the latter will respond by closing off supply lines, and US options will diminish if isn't willing to engage Iran (and use its port at Chabahar as an alternative). -On foreign policy (including trade), the Deep State is gradually regaining control, especially with the departure of Bannon; instead of an "economic…

Afghan Policy Speech Marks a Win for the Deep State, as Trump Turns Presidential

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

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Technical Analysis

Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&amp;P 1,918 with scope of reaching for 1,950 thus the most probable target comes in at 1,938.We touted putting on some risk and reducing shorts last week in anticipation of a risk on bounce sequence to re cycle shorts into.WTI called for rise from 28 was off the mark with a low at 26.19; rally target is pattern resistance at 34 but will have immediate trouble above 32. Upside from here will be harder. MT bear target in the 25 region.USD was due for profit taking versus the CAD in particular (slipping below our 1.42 dip target) but also versus some EM FX but our strategic bullish USD view remains firm against EM FX and commodity currencies. Euro is losing ground on stimulus jawboning while the GBP is oversold with sell resistance now at 1.45; our macro 1.35 target is in sight. USD/JPY to see rally to 119.40 if not 120 for a key turn lower again.EEM kissed our 27.50 major target to cover some shorts and the break above resistance on Friday triggered another reduce point for shorts with a 31-32 target to re cycle shorts for test on 26. Asian FX - Lock in gains in THB and MYR shorts. KRW and SGD shorts re cycle/add on chart dips. INR hit 68 in line with a Nifty low.Cycles – The current snap back rally cycle will see price swings moderate and expected to last into early February when a turn is very probable around the 5th.

Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&amp;P 1,918 with scope of reaching for 1,950 thus the most probable target comes in at 1,938.We touted putting on some risk and reducing shorts last week in anticipation of a risk on bounce sequence to re cycle shorts into.WTI called for rise from 28 was off the mark with a low at 26.19; rally target is pattern resistance at 34 but will have immediate trouble above 32. Upside from here will be harder. MT bear target in the 25 region.USD was due for profit taking versus the CAD in particular (slipping below our 1.42 dip target) but also versus some EM FX but our strategic bullish USD view remains firm against EM FX and commodity currencies. Euro is losing ground on stimulus jawboning while the GBP is oversold with sell resistance now at 1.45; our macro 1.35 target is in sight. USD/JPY to see rally to 119.40 if not 120 for a key turn lower again.EEM kissed our 27.50 major target to cover some shorts and the break above resistance on Friday triggered another reduce point for shorts with a 31-32 target to re cycle shorts for test on 26. Asian FX - Lock in gains in THB and MYR shorts. KRW and SGD shorts re cycle/add on chart dips. INR hit 68 in line with a Nifty low.Cycles – The current snap back rally cycle will see price swings moderate and expected to last into early February when a turn is very probable around the 5th.

United States

Global X MSCI Pakistan ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Pakistan Select 25/50 Index.

Global X Msci Pakistan ETF (PAK US)

Chart of the Day: Who's Up? Who's Down?

Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key...

Richard Iley

Afghan Policy Speech Marks a Win for the Deep State, as Trump Turns Presidential

-Trump made a unifying, "presidential" speech outlining continuity in Afghanistan policy, albeit with some additional deployment of troops, and...

Prasenjit K. Basu

Measuring Rally Caps

Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...

Thomas Schroeder