Phase II of Fed Policy Normalization May See Bigger Dollar Fall
The Fed is moving into a new phase of its policy normalization where it begins its QE portfolio run-down. Even though the Fed says it hopes this...
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US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPY 12:56 min. S&P - Rise into...
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US: Ain't Nuthin' but a 'G' Thang
The debate around the US economy's sluggish growth performance since the global financial crisis (GFC) typically misses out the most important...
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Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
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North Korean Tensions Support EUR Vs. USD and Asia
The North Korean tensions include a bigger tail risk than usual. NK is firmly focused on developing its capacity to deliver a nuclear warhead to...
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