Tempered Hopes that Baker Hughes May Attract Suitors
Baker Hughes remains in play after its failed merger with Halliburton, and General Electric and The Carlyle Group are two potential acquirers of...
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AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
190 Views
Is Use of Upfront Buyers Causing Longer Merger Investigations? Q1 2016 Update Confirms 2015 Trends
Fast Facts Significant merger investigations lasted 9.5 months on average over the 12 months ending Q1 2016, about 20% longer than observed over...
336 Views
AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
192 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
291 Views