A New Time Line into the End of the Year and the Dominating Themes Have Been Outlined Posted on October 29, 2015
A Quick Look Under the Hood of US Equities While We Await the Federal Reserve Meeting Posted on October 28, 2015
Currencies and Fixed Income Have Most Asymmetry Rest of Week, Not Equities or Credit Posted on October 27, 2015
Special Sunday Night Edition - Trade Ideas if You Believe Humpty Dumpty Got Put Back Together Posted on October 25, 2015
Emerging Market Trends Resume Weakness…A New Trade Idea to Play Multiple Themes at Once Posted on October 22, 2015
Expectations for Central Bank Stimulus this Week Get Pushed Back…So Does the View on Commodities Posted on October 20, 2015
Tighter Financial Conditions Properly Exposed…China Data Signals End to First-Half of October Themes Posted on October 19, 2015
Global Macro is Watching Japanese Yen…Everyone Else is Watching US Earnings Season Posted on October 15, 2015
A New Narrative is Developing…Implications Significant for All Assets…It Must Be Respected Posted on October 14, 2015