European Assets Continue to Re-Price at Different Speeds…US Financial Sector Strength to Continue Posted on August 27, 2014
Too Many Calls for Short-Term Reversals or Profit Taking…Today is First Day of Real EU QE Re-pricing Posted on August 25, 2014
Strong US Dollar, Higher Equities and Lower Crude Oil the Main Discussion Going Forward Posted on August 22, 2014
The Stakes are Growing…US Dollar Momentum is the Only Thing that Matters into End of Week Posted on August 20, 2014
Skepticism High Over European Relief Rally…Fixed Income & Gold Gets Sold to Buy Some Equities Posted on August 18, 2014
Professionals Largely Absent Until School Starts…Normalization of Volatility to Continue Posted on August 15, 2014
Professionals Confused By Stronger Risk Assets…Central Bank Expectations Offsetting Weak Data Posted on August 14, 2014
Emerging Market Equity Outperformance Set to Continue…US Dollar Cleaner Strategy than Fixed Income Posted on August 13, 2014