Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
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Shorts Jump as Markets Plunge
The short notional in the market for the data released 17 March is US$22.75bn (up by US$604mm excluding FX movements) with the largest short...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 14th February ▲2212 4927 8358 ▼ 6502 6098 9435
14TH FEBRUARY ROUNDUP - With apologies to Trend Micro (4704 JP) and Bridgestone (5108 JP) who have yet to report, this will be our last daily...
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