Chinese Yuan Signals Constructive Outcome To The Trade Dispute?

Liquidity

We adhere to the Soros-Druckenmiller school of thought,¬†which postulates that Markets tend to lead, and news lag: Continue reading “Chinese Yuan Signals Constructive Outcome To The Trade Dispute?”

Chinese Yuan Signals Constructive Outcome To The Trade Dispute?

All Eyes on China, And It Does Look Promising… Perfect Trifecta?

chinese trifecta1

It is very surprising, given non-stop macro news pointing to the Slowdown in China, that our tools do like Chinese Currency CNY, Chinese long Bonds, and Chinese Equities. Continue reading “All Eyes on China, And It Does Look Promising… Perfect Trifecta?”

All Eyes on China, And It Does Look Promising… Perfect Trifecta?

High Yield Credit Stabilizing, Very Encouraging

High Yield

Have a look at the Spreads for US High Yield (5 Year tenors). Continue reading “High Yield Credit Stabilizing, Very Encouraging”

High Yield Credit Stabilizing, Very Encouraging

Why Apple guide down is SO important, and it is not just about AAPL…

AAPL grey

AAPL just dropped a bad earnings guide-down.¬†Unfortunately, it is not about AAPL! Continue reading “Why Apple guide down is SO important, and it is not just about AAPL…”

Why Apple guide down is SO important, and it is not just about AAPL…