Where to Prepare for the 'Gain' in Equities
As we correct down in many equity indices, this note attempts to identify levels where markets are likely to be supported
415 Views
The Pain and the Gain in Equities and FX
New year celebrations are over and there are bumps along the road for Equity and USD trends - beware we are going over one now.
383 Views
Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
264 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
213 Views
TMI Indicators: Korea Relative Strength Continues, Exports Lift Sentiment & Housing Still Robust
Last month our leading indicators saw relative strength in Korea
306 Views