Analysis of flow and sentiment evidence is an important part of our “Trader” process. Proper flow and sentiment analysis benefit from careful tracking of surveys...
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Analysis of flow and sentiment evidence is an important part of our “Trader” process. Proper flow and sentiment analysis benefit from careful tracking of surveys...
The SEP assume a sharp drop in inflation, no recession and a limited rise in unemployment But, unless the Fed drives equities lower, far from...
The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession Our work agrees that inflation is falling. A trend that will...
The market’s focus on this week’s BoJ meeting puts it in danger of missing the bigger picture In terms of Kuroda’s replacement, we believe the...
Amamiya Expected to be Nominated as Next BoJ Governor BoJ Cautious About Revising Accord Inflation Watch: Yamato Transport (9064), Nissin Foods (2897) Raise Prices Aeon...
• Committee Recommends Higher Wages, 2% Inflation Target • China Resumes Issuing Visas to Japanese • Kishida Approval Rating Improves • More Japanese Companies Trade...
January Tokyo Core CPI Rises 4.3% METI to Offer Subsidies to Small Companies Boosting Wages by 6% New Factories Boost December Construction Orders Sagawa Express...
Japanese Banks, Insurance Companies Selling Overseas Bonds
This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month,...
Despite the recent rally, China faces challenges which will require hard choices in the years ahead. Given the geopolitical test China faces, CCP policies will...
This month Raoul hosts a guest article by Lawson Steele, updating us on the opportunity in EU Carbon allowances in 2023/24.
The big news item of the week was the FOMC meeting, and given the outcome was never seriously in doubt (25 bps, another 25bp probably...
“It is possible” Back in December, CNBC published “Why everyone thinks a recession is coming in 2023”, explaining that historically, “When inflation picks up and...
“The more stubborn costs” In November of last year, we wrote about how Small Businesses are an indicator species that help us “diagnose the health”...
“Back into balance” While there was a variety of data this week, including the Fed minutes (discussed below), much of the headline space was devoted...
Mish Schneider of MarketGauge.com and Harry Melandri of MI2 Partners are here to explore whether this market is paying attention to all the necessary factors....
Anthony Fatseas of WTFinance speaks with Julian about the hyper-financialisation in the US, how inflation could continue longer than expected, why the US could underperform...
EGSI Financial President and CIO Ed Siddell and Macro Intelligence 2 Partners Co-Founder and President Julian Brigden join Yahoo Finance Live to discuss recent market...
Peter Brandt is the CEO of Factor LLC, a global trading firm he founded in 1980 that trades proprietary capital, forex, futures, fixed income, and...
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