4Q: Industrywide Bad-Debt Ratio Fell, While We Believe Credit Cycle Has Yet to Peak
China’s banking regulator, CBRC, released 2016 operating data for commercial banks, with net profit up 3.5% from 2015. Fourth-quarter earnings...
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Equity Rise on Track - T-Note and XLF Key Inflection Points
Chartonics weekly Monday 13 February 2017Equity rise on trackUS yields continue to represent the primary driver for the USD which has seen an...
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Tighter Monetary Policy to Facilitate Financial Deleveraging in China
After lifting the medium-term lending facility rate by 10 basis points on Jan. 24, the People's Bank of China raised the overnight short-term...
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Equities Leading a Yield Inflection
US equities corrective bull wedge formations are still on track to break higher with follow through looked for this week (above XLF 23.80). We...
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Final Innings of China Rally – Fresh Highs for a Macro Crest
Strategic view: Less bullish in late stages of corrective rally from early 2016. New high to mark a macro cycle peak.Tactical posture: Bullish for...
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