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...
154 Views
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...
321 Views
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...
184 Views