US Dollar Becomes the Looming Red Flag for Equities and Bonds
Dollar weakness has put currency and equity markets onto a potential collision course due to the redistributive effects of foreign exchange...
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Chart of the Day: That 2008 Feeling...Part 2
Almost unnoticed given the focus on the superficially disappointing Q4 GDP data was the news that the US goods trade deficit in December was the...
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Single Chart Inflection Point that Will Define Risk in 1H 2018
This insight outlines the tight oil/equity correlation within the context of the oil/USD link and outlines why Euro resistance is the make or break...
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Chart of the Day: What Lies Beneath
At 2.6% q/q SAAR, the advance estimate of US Q4 GDP was superficially disappointing but the more the data are dug into, the better they look....
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A 2018 Crash: 1987 Redux?
We have grown worried by the capital concentration in US assets, particularly in so-called ‘safe’ assets like Treasuries and the US dollar. Similar...
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