Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down
In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...
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Getting to a New Cold War-I: Trade Tension and the Continuing Challenge of Capital Flight
We do not view US Vice President Pence's 4th October speech as heralding the start of a new Cold War, as its adversarial content about China's...
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S&P 500: How Serious Is This Sell-Off?
Serious. It could easily mark the beginning of a bear market.So I have posted below Friday's commentary from Global Markets Review. The previous...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Rouble Plunges Again Despite Efforts to Contain the Rout. What Is Required to Contain EM Sell-Off?
Russian PM Medvedev is no President Erdogan and has not previously sought to influence central bank policy. Nevertheless, on Thursday 6 September,...
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