Brexit Vote Will Impact Asset Manager AUM Levels as Global Markets React to Economic Dislocation
With the United Kingdom voting narrowly June 23 to exit the European Union, there will be ramifications for not only the British pound but for the...
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Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
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TGIM! @KVP_Macro - WK22. Mon 30 May 2016. The Global Macro Take: DXY Is Going Back to 100
Global Macro Take: WK 22 – DXY is going back to 100 Again its all about the US Dollar & upcoming Fed hikes, nothing else matters… DXY at 95.52...
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Asia-Pacific: Branch Banking and Profitability
It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is...
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