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...
102 Views
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...
752 Views
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...
110 Views
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...
217 Views
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...
125 Views