By Callum Thomas Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but
By Callum Thomas With the December round of PMI data just released, it’s a good time to take a look at some of the key
By Callum Thomas Last week we published the 2017 End of Year Special Edition of the Weekly Macro Themes report, a summary of some of
By Callum Thomas The November property price data out of China confirmed what we’ve been talking about for a while now (before most others caught
Our Forecast BEFORE the 47 Percent, 12-Month Gain By Elliott Wave International Learn How to Apply the Wave Principle to Improve Your Trading and Investing
By Callum Thomas Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging markets.
By Heisenberg Risk in Emerging Markets… Over the weekend, we revisited the whole “maybe it’s time to start trimming EM exposure” idea. You can read
By Heisenberg I don’t know about you, but I can’t get enough China. It’s all about China these days. Of course you wouldn’t know it
By Capitalist Exploits What in God’s name is happening? It’s not a high. It’s a record high. Sweet mother of Mary… As we can see
By Heisenberg On Tuesday, we went into a good bit of detail with regard to the fact that the following set of circumstances are probably
By Heisenberg Over the weekend, we talked a bit about the “seismic battle taking place between the bullish growth, bullish risk asset, bearish rates reflationary
By Heisenberg Remember August, 2015? No? That’s ok, I barely do either. What with all the conspicuous, brain-cell-killing, fine spirits consumption between then and now.