Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
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Top Risk on Bets
DM short risk off trade is winding down with risk of a re test this week (EM’s outperformed marginally). We see the decline exhausting this week...
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Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
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Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
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Hopes for Uptick in Tech Exports
Exports slowing, but tech export cycle offers hopes for upturn Korea’s exports contracted 7% y/y for the first 20 days in Jan 16, up from the...
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