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...
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The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
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Bank of England Announces 2016 Stress Test Results
The Bank of England on Nov. 30 released the results of its stress test of the U.K. banking system for 2016, which was conducted under harsher...
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Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
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