Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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Eurozone: Industrial Production Revives Across Most Sectors and Countries in April
Industrial Production (IPI) in the Eurozone revived in April 2016 after having recorded negligible growth in March 2016. On a seasonally and...
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Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
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Eurozone: March Industrial Production Lower than Expected
Industrial Production growth in the Eurozone came in lower than expected in March 2016. On a seasonally and working day adjusted basis, production...
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