RRG Global Macro - Markets Are Calm - But What Are the Ratings Agencies Trying to Tell Us?
China: Markets took the downgrade by Moody’s in stride. The main reasons for the downgrade (debt has grown) are known and accepted. Investors...
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EM's Run with US Pinned Down
Risk-on equity rallies unfolding outside of the suppressed US. Expect to break higher out of flat US congestion with EM’s and Europe leading....
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Equity Lull with USD Tail Wind
US equities are in a fade cycle given the S&P crack of 2,365 micro support. Short protection focused in NDX and IWM. Trimmed transport long. US...
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Turkey, Russia and Brazil Positioning
Chartonics webcast Tuesday 31 January 2017Turkey, Russia, and BrazilTo view click on this link: https://www.screencast.com/t/MsiqEEbuwQs9 7:53...
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Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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