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...
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Risk Transition
Chartonics webcast Wednesday 23 March 2016 Risk on to off transitionTo view click on this link: http://www.screencast.com/t/Y2Eeop9P3Yad 5:08...
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Japan: Economy Languishing, Monetary Policy Questioned
Three negatives for Japan’s recovery First, the Yen’s sharp rebound is likely to hurt competitiveness. Second, exports remain under pressure -...
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Asia FX Action Points
Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link: http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through...
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Japan: Paucity of Good News
Slowing economy due to declining consumer confidence: GDP contracted 0.8% y/y in 4Q15, down from a 1.7% y/y expansion in 3Q15. The contraction...
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