S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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Breakouts and Bull Turns in Asia
Breakouts and bull turns in AsiaFresh bull signals are unfolding in Asian rotation plays with breakouts noted in the Japan banks index and...
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China HK Fresh Bull Signals and Pivots
A tale of two indices between the Shanghai A futures 50 more bullish bais and the composite which shows bigger breadth issues.Shanghai composite is...
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China and Hong Kong: When Parasite Turns Predator
We made the case in One Economy, Two Parasites: Part 1, that Hong Kong’s economy is enjoying a good economic position as a result of China’s...
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One Economy, Two Parasites: Part 1 - Hong Kong's Economy
Hong Kong does not exhibit any symptoms of economic malaise, but it is not a happy place politically. What will win out, politics or economics? The...
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