Buy into Japan's Scandals
During our recent visit to Japan, we found commentators who were upbeat on the current state of the Japanese economy and equally downbeat on the...
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Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
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Topix: This Is a Bear Market Rally
The drop through Topix 1,680 signalled a change of trend, and we continue to target the 1,450-1,550 zone as a medium-term minimum. One viable...
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Tuesday Done, Wednesday Coming. Watch Passive Tracking Vs Non-Passive Tracking Indices
As discussed in Tuesday and Wednesday - Big Days for Japan and Your Scorecard for Tuesday & Wednesday in Japan, there is a significant...
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Next Fade Trade in Tech
In our macro weekend edition we outlined a tactical bounce level from S&P 2,600-2,590.S&P - 2,660 was sliced through but the primary...
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