Russia 2017 Weakness Is Not over Yet
1. Macro analysis suggests : Oil remains in a very cloudy situation with contradictory data (stockpiles), global demand, and OPEC intentions....
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Trump in His Element Responding to Harvey
North Korea and Hurricane Harvey are dominating attention in the market. The market is bracing for some disruption to the US economy. Gasoline...
124 Views
Bear Claws Dig into the US Dollar
The persistent bear-trend in the USD this year showed its claws last week with fresh lows in the Bloomberg dollar index since January-2015. It’s...
133 Views
The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
219 Views
USD Cover Pressure with Weaker EM FX Linked to Equity Peaks
DXY - Long DXY (as a Euro hedge) from 93.00 (via UUP) with a stop below 92. Corrective rise targets 95.30/50 with scope to 96.50 stemming from Euro...
130 Views