The Market Sentimentalist - Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
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Fresh EM FX Positioning
Chartonics FX webcast action points and updateFriday 23 June 2017To view click on this link: https://www.screencast.com/t/lMElqa3fOv7C 8:11...
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Dollar Saved by the Fed
The USD was in crucial danger of being slammed last week after weak CPI inflation data, but has been saved by the Fed sticking to its guns. The...
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Yield Curve Flattening Reflects Tightening Monetary Conditions, Safe Haven Currencies May Benefit
The USD has been undermined by doubts over the strength of the economy and intensifying political uncertainty. There has been strength in EUR and...
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US Bond Yields and the USD at Key Juncture
The fall in US yields continues to be a surprising development in global markets, coinciding with a weaker USD. There are a number of factors that...
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