Trigger Levels for a Harder December Pullback
Our cycle work suggests equity weakness into December 20th and raising the stakes on Tariffs, increases risk of a downside overshoot as does a...
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Are US Stocks A Buy Yet?
5%-like rallies on Wall Street are signs of a bear market not a bull market Bull markets require strong liquidity and low risk appetite, neither...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
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