Slower Income Growth Lurking
A shrinking work week and lackluster hourly wage growth amid higher inflation could be pinching consumers.A weak consumption report for February...
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AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
192 Views
AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point
Global markets and investor confidence have reached an inflection point. They have recovered from the extreme bearishness in the early months of...
189 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
290 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
172 Views