Post Summit Hurdles, Pivot Levels and Path to S&P 2,960
Risk correlations and post summit pivotsWe wanted to refresh near term risk points as we attempt to coordinate a USD/JPY top, bond price low, USD...
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Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
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US Dollar: Monthly Currency Summary
The Dollar Index has just finished a 5-wave rally off the late-March low, and this correction could carry as far as 92.20-92.70. Another rally...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Japan 3M Sector Weight % Changes - Domestic Sectors▲ Global Cyclicals▼ as Global Trade Slows
THREE-MONTH % CHANGE IN SECTOR WEIGHTS - This regular insight focuses on the percentage change in each sectors' weight in the market composite over...
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