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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:40
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
Paul M. Kitney, PhD
180 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:20
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
Paul M. Kitney, PhD
177 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 08:49
ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
Paul M. Kitney, PhD
228 Views
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bearish
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Macroeconomics
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06 Dec 2016 20:24
Money Matters: Short-Term Dollar Catalysts.
Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...
Stewart Paterson
128 Views
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bullish
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Thematic (Sector/Industry)
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05 Dec 2016 21:39
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
Sean Maher
197 Views
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