The Macro Take: Ten days to Fed lift off but the market must hold
The Fed doves can coo all they want, but the trend is 221,000 on NFPs This is trend over past three months, with jobless down to 5.1% (best in 7...
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The Macro Take: Not out of the woods yet, US Equity grind up or further meltdown?
Despite a healthy equities bounce last week, the VIX is still at 26, down -7% for the week The commodity squeeze scenario is playing out, with the...
252 Views
The Matrix: A Strategist's Roving Thoughts – Risk-on, Greece Is Clearly Fixed?????
China is rebounded strongly, closing up for the week, with +10.5% coming through over Thu & Fri. SH Comp closed at 3,878(+5% WK, +20%...
219 Views
The Matrix: A Strategist's Roving Thoughts... Greece Is Not A Vacuum People
Greece is not a vacuum, Risk-Off to accelerate as we near the 5-Day deadline on Sunday By early Friday, the EURUSD will be lower, and the yen and...
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MACRO TAKE: GREECE - GLOBAL MACRO WORLDCUP FINALE IN NEXT 24-48 HOURS
This is like the world cup finals for global macro and anything goes. It’s all about the Greek Dilemma and nothing else matters Shanghai Comp down...
240 Views