US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
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US, China and Asian Bullish Bets
Base case calls for buying US equities at sub DJI 28k, SPX 3,410 and NDX 11,600-500 while allowing for some noise to base and working into larger...
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Asia Shorts and What to Buy into October Weakness
What is becoming more apparent is the inability for US equities to see weakness stick in the face of negative news with a bullish backdrop of...
282 Views
Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
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US Downside Targets with European and Asia Breakdowns
Given high conviction bear pattern breakdowns in Europe and Asia, we are assuming the US cycle has more downside per our cycle. Core shorts are in...
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