Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
665 Views
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...
127 Views
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....
194 Views
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...
191 Views
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...
262 Views