Europe a Step Ahead of EM Fallout
Chartonics weekly Monday 11 April 2016Europe a step ahead of EM falloutEurope is the underperform short bet (DAX and more recently the Eurostoxx...
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AmpGFX - JPY Strength Adds to Global Uncertainty and the Case for Gold
The rise in JPY is highlighting global risk aversion that may persist for several months. A key contributing factor may be increasing fear leading...
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Tensions in the East China Sea
Japan switched on a radar station on Yonaguni island in the East China Sea on 28 Mar, affording itself a permanent intelligence post close to...
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AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
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Japan: Economy Languishing, Monetary Policy Questioned
Three negatives for Japan’s recovery First, the Yen’s sharp rebound is likely to hurt competitiveness. Second, exports remain under pressure -...
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