Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
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What the Market May Be Missing About Trump's Trade "Strategy" With China
Trump is a bit of a conundrum. With his propensity to take to twitter to respond to minor slights it might be tempting to consider him a person who...
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Sanyo Special Steel - A MISUNDERESTIMATED Tender Opportunity
With apologies to Dubya* apologists... My spellcheck asked me to change that word but it is perfect here.After the close March 15th, Nippon Steel...
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Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
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Nippon Steel to Raise Stake in Sanyo Specialty to 51+% - Japan Steel Consolidation Kicking Off?
Nippon Steel & Sumitomo Metal Corp (5401 JP) announced yesterday that it would be acquiring Swedish engineering specialty steel maker Ovako...
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