AmpGFX - Oil may be stabilizing, rate pressure on EUR
As we head towards the US payrolls report, US rates have continued to drift up this week, building on the rise last week on a less dovish than...
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Ankara: Cui Bono?
This note looks at the background of the recent Ankara bombing, the political situation in Turkey and its position in the region.The note starts...
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Will the Gulf remain resilient?
Despite recent weakness Gulf markets have proved to be some of the most resilient in EM in the face of collapsing oil prices. There is evidence...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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