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The Economist on the Chinese Economy: I Wish I Was Taller
I've been told the whole world grinds to a halt to watch the new season of Game of Thrones, but I've never given one thin dime to HBO so I've never watched it. I still think one of the best shows of...
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Asia FX, Waking Up from Summer Doldrums
Itâs been one of those kind of weeks. Whistling along through earnings season...analysts trying to look busy when their bosses walk by, and vainly trying to write something intelligent about the last...
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Venezuela, Chaos, and Oil Prices
Usually I get a warm feeling when Latin America makes the cover of the Economist, like when the national news talks about your hometown. I know I wonât learn much but it is always fascinating to see...
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Some Thoughts on Brazil--Your Keys to the 2017 Macro Alpha Supercar
Itâs been a long time since weâve covered any ground in Brazil--but it is great macro territory. Brazil has so much that other markets donât: Liquidity--a super tight, regulated futures market...
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Really, What's to Like About Brazil?
Last week I posted some thoughts on Brazil, which I concluded by mentioning that I am optimistic on the outlook there, without getting too deep into the weeds on what that meant, given the combination...
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Some quick chart porn
Giving our regular contributor Shawn a little rest, I thought I would add a few different charts that have caught my eye recently1) Dax - French Election Gap Fill - looks like a good risk reward...
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Around the Horn With TMM2: China, VIX, High Yield, SPX...even AAPL!
TMM2 doesnât quite have the âGone Fishinââ sign out for the balance of the month, but it is pretty close. For lack of any persuasive ideas, Iâll roll through a few charts as well, and save...
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The William Dudley Speaks...Still Waiting For Inflation
I might be the last generation of people that remembers EF Hutton. It was a middle-of-the-pack brokerage that got bought out as the industry consolidated in the late 80s. They had these ads that had...
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CAD to China to Copper to FroJo
So the BoC went ahead and did it. Thatâs two hikes, and unwinds the cautionary/pre-cautionary hikes of 2016 when oil prices were code blue. âRecent economic data have been stronger than expected,...
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Linkage Friday: Another Bullish Voice on China, and Views of France's Labor...
Just thought I would dash off a few quick thoughts before we all throw in the towel for the weekend.Macro: Wow...the horsewhipping of USD continues unabated, with some very big levels either getting...
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