International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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Shanghai-Ed by Western Brokers
* China-style margin call could be lurking given the massive amount of leverage Western brokers have been handing their HNW clients;* Technology...
176 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
636 Views
A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
359 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
905 Views