Jul 29, 20203 minLiving in the 70sAlthough the Federal Reserve is unlikely to make any formal changes at today’s meeting, it does seem likely that they will hint at...
Jun 17, 20203 minHigh Yield in the Far EastFrom our perch, the Fed could not have been more clear on their support for the credit markets in the form of both unlimited or open...
May 21, 20203 minReflation Sensation: What Would Trigger the Rotation into Value and Commodities?The price action over the past few days has taken on a more positive cyclical dynamic. Dr copper, oil, iron ore and industrial metals...
Apr 17, 20202 minDepth vs DurationIt is an obvious, but often overlooked observation that markets ultimately discount events before they become evident in fundamental news...
Apr 9, 20203 minHopiumWith the benefit of hindsight it appears as though we are still in the “response phase” sweet spot for equities. With an apparent peak in...
Mar 24, 20203 minFire StarterOver the weekend most of the developed world moved to full shut down with the exception of essential industries. The Covid-19 data flow...
Nov 15, 20195 minNon Predictions 2020Something that has caught our attention over the past few months has been the deterioration in some components of the lower quality...