Where One Can Add to Shorts Today
This webcast runs through some ideas on instruments that are lagging some risk signals we outlined in Top Short Triggers in Asia for a Q1 Pullback...
328 Views
Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
394 Views
U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
416 Views
China Phase 1 - Dumb Deal
Not So Fast: Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
308 Views
US Manufacturing: Less Predictive for the Economy, but Still Significant for Corporate Profits
Courtesy of the Fed's dovish policy pivot last year, investors no longer fear a US recession in 2020. Although the economy entered 2020 at a growth...
382 Views