Month: January 2015

US Corporate Earnings Scare Picking Up Steam…European Equities the Hiding Place

Posted on January 29, 2015

Trending now

Same Sensitivity as Yesterday to Long Dollar Beta Portfolios

Posted on January 28, 2015

Higher Degree of Sensitivity to Long Dollar Beta Portfolios Ahead of FOMC Meeting

Posted on January 27, 2015

Global Containment Highlights the Firewalls Now in Place

Posted on January 26, 2015

ECB QE & Deflation Narrative Well Entrenched…Time to Talk About Some New Things

Posted on January 23, 2015

Real Money Given Green Light to Rotate into European Equities

Posted on January 22, 2015

Central Banks Working Through 48-hours of Deflation Concerns

Posted on January 21, 2015

Fixed Income is this Week’s Leadership…Negative Bond Yields Post ECB a Clear Talking Point

Posted on January 20, 2015

Many Going Home this Weekend Soul Searching

Posted on January 16, 2015

Historic Day for Global Investors…Impact Will Be Felt for Weeks to Come

Posted on January 15, 2015

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