The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
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EM by EM #13 – A sweetspot for Brazilian Equities?
Main takeaways:Brazilian Equities are on offer and provide solid value for long-only. If commodities are in for a rebound Brazil may be a decent...
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This Is a ‘Frenzy’ Market, and the Rally Should End Now!
Our Fear & Frenzy Sentiment Index has remained in 'Frenzy' territory for over two weeks. Based on history, this suggests a pullback in equity...
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EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Summer Lull
A weekly look at spot, vol and skew changes across 8 global Indices. We analyse the changes and try to identify the best trades based on the vol...
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Equity Markets – Is Icarus Flying Too Close to the Sun?
Markets are incredibly eager to discount lower inflation, pushing the Fear & Frenzy Sentiment further into Frenzy territory.
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