Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
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KTX Zoom - MARCH 19, 2024
Technically, the SET Index is expected to move sideways up to the resistance at 1,395 points (75-day EMA)/1,400 points, with the support at 1,378...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
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EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
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