Month: August 2014

Professionals Will Be Overwhelmed Next Week…Japan and Brazil Liabilities

Posted on August 29, 2014

Trending now

European Assets Continue to Re-Price at Different Speeds…US Financial Sector Strength to Continue

Posted on August 27, 2014

Too Many Calls for Short-Term Reversals or Profit Taking…Today is First Day of Real EU QE Re-pricing

Posted on August 25, 2014

Strong US Dollar, Higher Equities and Lower Crude Oil the Main Discussion Going Forward

Posted on August 22, 2014

The Stakes are Growing…US Dollar Momentum is the Only Thing that Matters into End of Week

Posted on August 20, 2014

Skepticism High Over European Relief Rally…Fixed Income & Gold Gets Sold to Buy Some Equities

Posted on August 18, 2014

Professionals Largely Absent Until School Starts…Normalization of Volatility to Continue

Posted on August 15, 2014

Professionals Confused By Stronger Risk Assets…Central Bank Expectations Offsetting Weak Data

Posted on August 14, 2014

Emerging Market Equity Outperformance Set to Continue…US Dollar Cleaner Strategy than Fixed Income

Posted on August 13, 2014

US Dollar Green Today Would Say a Lot…Same Trends Resume Next Week

Posted on August 1, 2014

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