US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
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The Market Sentimentalist - Are The Stars Aligned?
SummaryGlobal equity markets are expensive, implied volatility is low and falling, and central banks are either turning off, or threatening to turn...
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US Loss of Momentum a Warning Sign for Asian Exports in 4Q 2017 and Beyond
-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private...
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US Deflation Risks Are Creeping Back, and Will Be the Only Game in Town if Tax Hoopla Fails
-The hoopla around Trump's tax reforms has been the key hope driving markets since 9 November 2016 -- although the underlying strength of the...
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US: Stage Is Set for Further Monetary Tightening
Lead indicator reflects rosy outlook for the US: The Conference Board Leading Indicators Index increased 0.4% m/m in Mar 17, after rising 0.5% in...
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