Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
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Japan Watch: How will Ueda cope with all of the “pauses”?
The Japanese market is always puzzling for Western investors, even if they are seldom overly involved in it unless they borrow in JPY for FX carry...
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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
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Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
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Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
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