- A review of the current environment and market expectations across US, Europe, UK, China and India.
- US Financial Conditions - Extremely tight.
- US Unemployment- Not Increasing.
- US CPI- Not Abating.
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- US Treasury Real Rates- Sharp spike.
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- Difficult Times For Semiconductors.
- Semiconductors Are Leading Forward EPS
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
- The Pound has Likely Capitulated.
No items found.