Risk Overshoot and Reversion
Europe is the weaker relative link with a transition into EM’s assuming the USD bases and EEM is capped at 35.Core risk indicators (USD/JPY,...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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Impact Patterns into Brexit
Chartonics webcast Wednesday 15 June 2016Macro high impact patternsTo view click on this link: http://www.screencast.com/t/MLPKzd7mSBgG 7:49...
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JAPAN: How a ToSTNeT-3 Buyback Works
Buybacks (or "own share purchases") by listed companies Japan are likely to be at a record this year. In only the first 5 months of calendar 2016,...
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Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
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