Month: October 2015

A New Time Line into the End of the Year and the Dominating Themes Have Been Outlined

Posted on October 29, 2015

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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

Reflections on 2015…Our Wall of Shame

Posted on October 21, 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

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