Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
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It’s A Big, Beautiful ‘V’
V-shaped rebound confirmed. Global Liquidity Index (GLI) rises again to 85.1 (‘normal’ range 0-100). In US$ terms Global Liquidity could soar by...
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Could Equities Just Keep Rising?
Given the huge on-going Central Bank QE, Global Liquidity could soar by 40% in 2020 to some US$190 trillion This will push the equity/ liquidity...
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European Covid 19 Update - Fear, a Swedish Third Way, and Who Recovers the Best Europe or Asia?
In this week's note we briefly touch on China's data problems, where we give the benefit of the doubt to authorities. We also look at the variety...
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