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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The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017
-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...
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The Market Sentimentalist: Redshift Politics
Donald Trump is a highly polarizing force, both at home and abroad. That is clear and very consistent with our US crowd-sourced sentiment...
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Four Cornerstones of Behavioral Finance: (1) US Dollar Rally in 2017 - Hello Le Pen, Goodbye Merkel?
Will 2017 be The Year of the US Dollar?This is certainly a trillion dollar question! One of the tools that could help us to navigate this difficult...
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