Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
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ISA - Could Be a Pivotal Turning Point for Korea's Brokerage Sector
ISA (individual savings account) could be a pivotal turning point for Korea's brokerage sector and Korean stock market, similar to how the...
197 Views
SHARP: Delay, Lower Bid, a 4th Column
The saga of Sharp continues its ups and downs.Since Sharp sent out an extended "maybe contingent liabilities" which far exceeded what had been...
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Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strength Euro...
194 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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