BBSP H1 2018 Macro Strategy
Main themes :INDICES – Q1 (Feb/March correction-8-15% depending on which market) before further RISK ON until year end.Best conduits to play risk...
124 Views
Japan: Kuroda Stays, Focus on Fiscal Reform
For my first column in 2018, my thoughts on the news that Haruhiko Kuroda will be re-appointed as governor of the Bank of Japan (BoJ). In my view,...
363 Views
Is This Asia’s Biggest Policy Shift in Three-Decades?
‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest...
377 Views
Asia Chart Levels and Where to Add Risk
Asia bid support is coming through with signs of resilience. This tactical insight outlines S&P pivot levels and the markets that are showing a...
254 Views
The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
147 Views