DBS Chief Investment Office Collection


The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
Chief Investment Office21 Dec 2017
  • Access our list of reports
  • Get up-to-date insights and analysis of the markets
  • View videos from the DBS Chief Investment Office
  • See our tactical equity and FX ideas
    Browse the links below for our insights and reports. Photo credit: Pixabay


     

    Daily Snapshot

    Find out what happened in the global markets with this morning brief.

    View Latest Reports >

    FX Tactical

    Navigate the currents in the FX markets with technical analyses from our FX strategists.

    View Latest Reports >

    Equity Tactical

    Get our latest tactical views on selected global equities.

    View Latest Reports >

    Credit Flash

    Get our latest views on selected bonds.

    View Latest Reports >

    Quarterly Outlook

    Gain perspectives on the themes that will shape global markets throughout the quarter.

    View Latest Reports >

    CIO Clear Call

    The DBS Chief Investment Office explains what's likely to happen in markets and why.

    View Latest Reports >

     

     

    Daily Snapshot


    Date Report
    December 14, 2017 Market Snapshot: 14 December 2017
    December 13, 2017 Market Snapshot: 13 December 2017
    December 12, 2017 Market Snapshot: 12 December 2017
    December 11, 2017 Market Snapshot: 11 December 2017
    December 08, 2017 Market Snapshot: 08 December 2017

    Back to Top ^

     

     

    FX Tactical


    Date Report
    December 13, 2017 NZD/USD: Unloved NZD getting some Christmas sparkle
    December 12, 2017 EUR/USD: Going steady into ECB's final 2017 policy meeting
    December 08, 2017 GBP/USD: Looking for that Christmas cheer
    December 07, 2017 Gold (XAU/USD): Still prone to a year-end flush
    December 05, 2017 USD/JPY: Harvesting recent USD longs
    December 01, 2017 GBP/USD: The bull awakens
    November 29, 2017 AUD/NZD: Undermined by "unloved" NZD recovery
    November 28, 2017 AUD/USD: Steady as she goes
    November 23, 2017 AUD/NZD: Siding with bears for AUD/NZD in short term
    November 22, 2017 USD/JPY: Still a “work in progress” play
    November 16, 2017 Update: NZD/USD: Harvesting recent shorts
    November 15, 2017 Update: EUR/USD: The short squeeze potential lingers on
    November 15, 2017 EUR/USD: Pushing higher on a channel break
    November 15, 2017 AUD/USD: Looking for green shoots of recovery
    November 13, 2017 GBP/USD: Political leadership worries return
    November 09, 2017 USD/JPY: The rally pauses, but buy those dips
    November 08, 2017 NZD/USD: Remains under the cosh
    November 07, 2017 GBP/USD: Still shrouded by Brexit and politics
    November 07, 2017 Update: XAG/USD: Harvest silver tactical longs
    November 06, 2017 USD/CHF: Trading a higher range consolidation
    November 02, 2017 NZD/USD: Crestfallen Kiwi pauses
    November 01, 2017 EUR/JPY: Packing up recent shorts
    October 31, 2017 AUD/USD: Near, but yet to bottom
    October 20, 2017 Gold (XAU/USD): Flickering but no fireworks
    October 19, 2017 USD/JPY: Watching the FOMC leadership resolution
    October 13, 2017 AUD/USD: Soporific ranges persist
    October 12, 2017 EUR/USD: Dips are looking attractive again
    October 11, 2017 USD/CAD: Staying short for now
    October 10, 2017 Update: Harnessing a short-term tactical long GBP/USD
    October 10, 2017 Update: Silver is picking upside traction
    October 10, 2017 NZD/USD: Awaiting a hung parliament resolution
    October 06, 2017 USD/JPY: Lacking catalysts for a strong move
    October 05, 2017 Update: Lowering tactical bid for GBP/USD
    October 05, 2017 USD/CAD: Harvesting USD longs as the Warsh effect wears off
    October 04, 2017 EUR/USD: Treading water
    October 03, 2017 Silver (XAG/USD): Bottom-picking into a range low
    October 02, 2017 GBP/USD: Patiently awaiting a value dip
    September 29, 2017 EUR/JPY: Selling into an end of a rally
    September 28, 2017 Update: Gold expectedly declines against 1355 resistance
    September 28, 2017 Update: USD/CAD rallies on Poloz’s dovish signalling
    September 27, 2017 AUD/USD: Open your wallet for AUD longs
    September 26, 2017 NZD/USD: Election stalemate to weigh on the NZD
    September 25, 2017 Gold (XAU/USD): Losing its sparkle as positioning overhang persists
    September 22, 2017 EUR/USD: A weaker Merkel mandate can shake out EUR longs
    September 21, 2017 USD/JPY: Pulls higher into the BOJ policy meeting
    September 20, 2017 USD/CAD: Bank of Canada seeks to temper CAD gains
    September 19, 2017 EUR/JPY: Looking to harvest a good deal
    September 18, 2017 GBP/USD: Potential November rate hike comes knocking
    September 15, 2017 AUD/USD: Break of 0.7940 provokes near-term caution for AUD bulls
    September 14, 2017 USD/SGD: Do not offload USD at current levels
    September 13, 2017 GBP/USD: Tiptoeing into a BOE risk event
    September 12, 2017 USD/CAD: Don't fight the Bank of Canada
    September 11, 2017 EUR/USD: Draghi misses another chance to talk down the EUR
    September 07, 2017 USD/JPY: Still the last shoe to fall
    September 05, 2017 EUR/USD: Big week ahead
    September 04, 2017 NZD/USD: Reversing out of longs
    August 31, 2017 AUD/USD: Steady as she goes
    August 29, 2017 EUR/USD: EUR pushes higher amid ECB’s “benign neglect”
    August 28, 2017 EUR/JPY: Keeping faith with the bulls
    August 24, 2017 Silver (XAG/USD): Taking a bow for now
    August 22, 2017 NZD/USD: Watching the rising star in Jacinda Ardern
    August 21, 2017 USD/CAD: Bears are still in charge
    August 17, 2017 Gold (XAU/USD): Going nowhere fast or furiously
    August 15, 2017 NZD/USD: The current decline offers a long opportunity
    August 14, 2017 USD:CNH: The bulk of downside appears to be done
    August 10, 2017 GBP/USD: Making an expected dip
    July 27, 2017 GBP/USD: Steady as she goes
    July 25, 2017 AUD/USD: Tamed by Debelle, for now
    July 24, 2017 USD/SGD: Further downside ahead
    July 20, 2017 USD/CAD: Staying in lockstep with BOC hawkishness
    July 18, 2017 EUR/USD: Possible asymmetrical risks into the ECB meeting
    July 17, 2017 AUD/USD: Facing a “do or die” test ahead
    July 13, 2017 Gold (XAU/USD): Running into a tactical long zone
    July 10, 2017 USD/JPY: The short-term market is overbought
    July 06, 2017 GBP/USD: Watching a key pivot
    July 04, 2017 USD/JPY: Moving against the global tide
    July 03, 2017 AUD/USD: Watching to see if the RBA joins the party
    June 29, 2017 EUR/USD: Draghi’s hawkish tone pushes the EUR higher
    June 27, 2017 AUD/NZD: Testing trendline support for tactical longs
    June 22, 2017 GBP/USD: Carney’s Brexit vigilance triggers GBP decline
    June 20, 2017 EUR/USD: Taking a breather after late-April rally
    June 19, 2017 USD/JPY: Taking a breather to consolidate
    June 15, 2017 USD/CAD: Boosted by BOC’s hawkish signalling
    June 13, 2017 Crude Oil (WTI): The bears remain in charge
    June 12, 2017 GBP/USD: Hung Parliament continues to depress GBP
    June 08, 2017 Gold (XAU/USD): A new bullish price cycle is likely
    June 05, 2017 AUD/USD: Weaker growth momentum undermines the AUD
    June 02, 2017 EUR/USD: Approaching key risk events
    June 01, 2017 USD/CNH : Headed lower for now
    June 01, 2017 Gold (XAU/USD): Awaiting confirmation that a downleg has commenced
    May 30, 2017 West Texas Intermediate (WTI) oil: OPEC meeting fails to impress
    May 29, 2017 GBP/USD: The clock ticks into the UK's general election risk event
    May 18, 2017 EUR/USD: The upside is potentially open
    May 16, 2017 USD/JPY: Likely to correct before ticking up
    May 15, 2017 NZD/USD: The RBNZ fails to rescue embattled NZD bulls
    May 11, 2017 AUD/USD: Beyond the Australian Budget's impact, into the medium-term
    May 09, 2017 USD/CAD: The Canadian dollar might get a helping hand
    May 08, 2017 Gold (XAU/USD): Gold could motion lower
    May 04, 2017 Silver (XAG/USD): Close to ending its short-term blues
    May 02, 2017 Gold (XAU/USD): Be wary of a turn in gold
    May 02, 2017 AUD/USD: Expecting little from the RBA
    April 27, 2017 USD/JPY: Expect the cross to fly higher
    April 25, 2017 EUR/USD: The euro reacts postively to a risk-on market
    April 24, 2017 AUD/USD: Opportunities remain
    April 20, 2017 GBP/USD: What the UK's snap election could mean for the pound
    April 18, 2017 Crude Oil (WTI): The jury is still out on oil's balancing act
    April 17, 2017 GBP/USD: The pound is taking a breather
    April 13, 2017 USD/CHF: Recent USD recovery looks stretched
    April 11, 2017 Silver (XAG/USD): Losing its Sheen Again
    April 11, 2017 EUR/USD: Le Pen bounces, euro plunges
    April 11, 2017 AUD/USD: No Iron Man currency
    April 07, 2017 EUR/USD: Cash in on rallies
    April 05, 2017 USD/JPY: The cross could turn up
    April 05, 2017 AUD/USD: What's ailing the cross?
    April 03, 2017 NZD/USD: Bearish path to continue
    March 31, 2017 EUR/AUD: Downside likely to extend
    March 30, 2017 EUR/GBP: Resolving triangle to set direction free
    March 28, 2017 Crude Oil (WTI): Uncertainty continues
    March 27, 2017 USD/JPY: Health care vote failure posts challenges
    March 23, 2017 AUD/USD: Same rules, same levels
    March 21, 2017 Gold (XAU/USD):Still working a range
    March 20, 2017 NZD/USD: Little expected from RBNZ OCR review
    March 14, 2017 EUR/USD: The ECB seems to have started an exit strategy conversation
    March 13, 2017 NZD/USD: Harvest shorts
    March 09, 2017 USD/JPY: Underlying medium-term bullish tone reconnects
    March 07, 2017 AUD/USD: Harvest recent tactical shorts
    March 02, 2017 NZD/USD: Bearishness lingers on
    February 28, 2017 AUD/USD: Topside jabs thwarted
    February 28, 2017 Gold (XAU/USD): Tactical longs approaching harvest zone
    February 23, 2017 AUD/NZD: Reaching familiar resistance levels
    February 21, 2017 EUR/GBP: Dampened by European political uncertainties
    February 20, 2017 AUD/USD: At tail end of consolidative triangle
    February 17, 2017 USD/JPY: Staying friendly with USD dip opportunities
    February 16, 2017 NZD/USD: Undermined by RBNZ dovishness
    February 14, 2017 Gold (XAU/USD): Staging green shoots of recovery
    February 09, 2017 EUR/USD: Starts to price in political shock risks
    February 07, 2017 AUD/USD: RBA risk events ahead
    February 06, 2017 EUR/USD: More needed to push bears off the cliff
    February 02, 2017 Gold (XAU/USD): Gets a near-term fresh lease
    January 31, 2017 USD/CAD: Mired in a whipsaw consolidation for now
    January 26, 2017 USD/JPY: Pullbacks are buy opportunities
    January 24, 2017 USD Index: Placing a corrective dip
    January 23, 2017 EUR/GBP: GBP correction should dent the cross
    January 19, 2017 USD/SGD: The cross' decline is corrective
    January 18, 2017 GBP/USD: Trump Gives May a helping hand
    January 17, 2017 GBP/USD: UK can't have its Brexit cake, and eat it too
    January 13, 2017 USD/JPY: Much-needed correction
    January 11, 2017 AUD/NZD: Bulls regaining the initiative

    Back to Top ^

     

     

    Equity Tactical


    Date Report
    December 13, 2017 Click here for an updated status on our equity tactical ideas
    December 13, 2017 Equity Tactical: Mitsubishi UFJ Financial Group Inc, Credit Agricole SA, Thyssenkrupp AG
    December 08, 2017 Equity Tactical: Tapestry Inc
    December 05, 2017 Equity Tactical: Mondelez International Inc
    November 29, 2017 Equity Tactical: Biogen Inc
    November 27, 2017 Equity Tactical: Mitsubishi UFJ
    November 21, 2017 Equity Tactical: China Railway Group Limited
    November 17, 2017 Equity Tactical: Mitsubishi UFJ
    November 15, 2017 Equity Tactical: BNP Paribas, China Telecom
    November 14, 2017 Equity Tactical: JD.com Inc
    November 13, 2017 Equity Tactical: Sanofi SA
    November 09, 2017 Equity Tactical: Halliburton Co, Mondelez International Inc
    November 07, 2017 Equity Tactical: Sanofi SA
    November 03, 2017 Equity Tactical: Tapestry Inc (previously Coach Inc)
    October 31, 2017 Equity Tactical: JD.Com Inc, Halliburton Co
    October 30, 2017 Equity Tactical: CRRC Corporation, Lyxor EuroStoxx 50 ETF
    October 27, 2017 Equity Tactical: China Everbright International Limited
    October 26, 2017 Equity Tactical: Mitsubishi UFJ
    October 17, 2017 ETF Tactical: Nomura Nikkei 225 ETF
    October 11, 2017 Equity Tactical: China Telecom
    October 10, 2017 Equity Tactical: Capital One Financial Corporation
    October 06, 2017 Equity Tactical: Chevron Corporation, CNOOC Limited
    October 05, 2017 Equity Tactical: RDSA, Schneider Electric SE, Sanofi SA
    October 04, 2017 Equity Tactical: CRRC Corporation Limited, China Railway Group
    October 03, 2017 Equity Tactical: China Everbright International Limited
    September 29, 2017 Equity Tactical: China Telecom, Total SA
    September 28, 2017 Equity Tactical: Bristol-Myers Squibb
    September 22, 2017 Equity Tactical: Royal Dutch Shell PLC
    September 21, 2017 Equity Tactical: Capgemini SE
    September 19, 2017 Equity Tactical: Nomura Nikkei 225 ETF
    September 18, 2017 Equity Tactical: Capital One Financial Corporation
    September 15, 2017 Equity Tactical: CNOOC Limited
    September 14, 2017 Equity Tactical: Newmont Mining Corp
    September 13, 2017 Equity Tactical: Mitsubishi UFJ Financial Group Inc
    September 12, 2017 Equity Tactical: Lyxor EuroStoxx 50 ETF
    September 11, 2017 Equity Tactical: Nomura Nikkei 225 ETF, Schneider Electric SE
    September 08, 2017 Equity Tactical: Chevron Corporation
    September 07, 2017 Equity Tactical: China Everbright International
    September 06, 2017 Equity Tactical: China Railway Group Limited, BNP Paribas, Newmont Mining Corporation
    September 05, 2017 Equity Tactical: Seven & I Holdings
    August 29, 2017 Equity Tactical: Mitsubishi UFJ Financial Group
    August 28, 2017 Equity Tactical: Sands China, MGM China Holdings, CRRC Corporation
    August 23, 2017 Equity Tactical: Rio Tinto
    August 22, 2017 Equity Tactical: Sanofi, East Japan Railway
    August 16, 2017 Equity Tactical: Capgemini SE
    August 15, 2017 Equity Tactical: Bristol-Myers Squibb
    August 08, 2017 Equity Tactical: MGM China, Newmont, Haier
    August 07, 2017 Equity Tactical: Lyxor EuroStoxx 50 ETF
    August 04, 2017 Equity Tactical: Mitsubishi UFJ, Seven & I Holdings, VF Corp
    August 02, 2017 Equity Tactical: Honda Motor, Phillips 66
    August 01, 2017 Equity Tactical: East Japan Railway
    July 31, 2017 Equity Tactical: CRRC Corporation Limited, Chevron Corp
    July 28, 2017 Equity Tactical: Gilead Sciences, China Communications Construction Co, Royal Dutch Shell
    July 27, 2017 Equity Tactical: East Japan Railway
    July 26, 2017 Equity Tactical: VF Corp
    July 25, 2017 Equity Tactical: BMW
    July 24, 2017 Equity Tactical: Gilead Sciences
    July 21, 2017 Equity Tactical: Sands China
    July 20, 2017 Equity Tactical: Haier Electronics Group Co Ltd
    July 19, 2017 Equity Tactical: China Communications Construction Company Ltd
    July 18, 2017 Equity Tactical: BYD Co Ltd
    July 13, 2017 Equity Tactical: BMW
    July 12, 2017 Equity Tactical: China Communications Construction Company Ltd, Capgemini SE
    July 11, 2017 Equity Tactical: Infosys
    July 10, 2017 Equity Tactical: KDDI Corporation
    July 07, 2017 Equity Tactical: Bank of New York Mellon Corp
    July 05, 2017 Equity Tactical: Celgene Corporation, Phillips 66
    July 04, 2017 Equity Tactical: Honda Motor, Rio Tinto
    June 30, 2017 Equity Tactical: General Electric Co
    June 28, 2017 Equity Tactical: Royal Dutch Shell
    June 27, 2017 Equity Tactical: Gilead Sciences
    June 21, 2017 Equity Tactical: Celgene Corp
    June 20, 2017 Equity Tactical: KDDI Corp
    June 19, 2017 Equity Tactical: General Electric, Phillips 66
    June 16, 2017 Equity Tactical: KDDI Corp, Total SA
    June 15, 2017 Equity Tactical: Celgene Corp, VF Corp
    June 14, 2017 Equity Tactical: BYD Co
    June 13, 2017 Equity Tactical: Gilead Sciences, Chevron
    June 12, 2017 Equity Tactical: Rio Tinto
    June 09, 2017 Equity Tactical: Bank of New York Mellon Corp
    June 08, 2017 Equity Tactical: ArcelorMittal
    May 22, 2017 Equity Tactical: ArcelorMittal
    May 18, 2017 Equity Tactical: Thyssenkrupp, Abbott Laboratories
    May 17, 2017 Equity Tactical: Coca-Cola Co, Under Armour
    May 16, 2017 Equity Tactical: East Japan Railway
    May 12, 2017 Equity Tactical: Nippon Telegraph & Telephone, AstraZeneca
    May 11, 2017 Equity Tactical: BMW
    May 09, 2017 Equity Tactical: Coca-Cola Co, Infosys Ltd
    May 08, 2017 Equity Tactical: Nippon Telegraph & Telephone Corp, Royal Dutch Shell
    May 05, 2017 Equity Tactical: Abbott, Under Armour
    May 04, 2017 Equity Tactical: Estee Lauder
    May 03, 2017 Equity Tactical: Thyssenkrupp
    May 02, 2017 Equity Tactical: AstraZeneca
    April 28, 2017 Equity Tactical: East Japan Railway
    April 27, 2017 Equity Tactical: BMW, Total SA
    April 26, 2017 Equity Tactical: Nintendo Co, CRRC Corporation, Chevron Corp
    April 25, 2017 Equity Tactical: VF Corp
    April 24, 2017 Equity Tactical: Nippon Telegraph & Telephone, East Japan Railway
    April 21, 2017 Equity Tactical: Infosys, IBM
    April 19, 2017 Equity Tactical: Estee Lauder
    April 13, 2017 Equity Tactical: IBM, Coca-Cola Co
    April 12, 2017 Equity Tactical: Abbott Laboratories
    April 11, 2017 Equity Tactical: Infosys, Royal Dutch Shell, Total
    April 07, 2017 Equity Tactical: Cabot Oil & Gas
    April 05, 2017 Equity Tactical: Nintendo, East Japan Railway
    March 30, 2017 ETF/Equity Tactical: Chevron, CSOP FTSE China A50 ETF
    March 29, 2017 Equity Tactical: Royal Dutch Shell, Celgene, BYD Co
    March 28, 2017 Equity Tactical: Coca-Cola
    March 27, 2017 Equity Tactical: AXA, Roche Holding
    March 27, 2017 Equity Tactical: Denso Corp, Honda Motor
    March 23, 2017 Equity Tactical: Nintendo, MGM China, Sands China
    March 18, 2017 Equity Tactical: VF Corp, China Railway Group
    March 14, 2017 Equity Tactical: Denso, Total
    March 13, 2017 Equity Tactical: East Japan Railway, NTT, BNP Paribas, Sanofi, ConocoPhillips
    March 07, 2017 Equity Tactical: Cabot Oil & Gas Corp, ConocoPhillips, BNP Paribas
    March 07, 2017 ETF/Equity Tactical: CSOP FTSE China A50 ETF, Roche Holding
    March 06, 2017 Equity Tactical: Nintendo
    March 03, 2017 Equity Tactical: AXA
    March 01, 2017 Equity Tactical: Roche, China Railway Group, Sands China
    February 28, 2017 Equity Tactical: BYD Co, Merck
    February 27, 2017 Equity Tactical: Carrefour
    February 23, 2017 Equity Tactical: Nippon Telegraph & Telephone, MGM China
    February 22, 2017 Equity Tactical: Allergan, Chugai Pharmaceutical
    February 21, 2017 ETF/Equity Tactical: Denso Corp, Dongfeng Motor, iShares A50 China Index ETF
    February 16, 2017 Equity Tactical: Tencent Holdings, Sanofi
    February 15, 2017 Equity Tactical: BNP Paribas, Total, CRRC Corp, Sands China
    February 14, 2017 Equity Tactical: Freeport-McMoRan
    February 10, 2017 Equity Tactical: Honda Motor
    February 09, 2017 Equity Tactical: BYD Co, Haier Electronics, Gilead Sciences
    February 08, 2017 Equity Tactical: Dongfeng Motor
    February 03, 2017 Equity Tactical: Santos
    February 02, 2017 Equity Tactical: Apple, Chugai Pharmaceutical
    February 01, 2017 Equity Tactical: Celgene, Freeport-McMoRan
    January 31, 2017 Equity Tactical: Starbucks
    January 26, 2017 Equity Tactical: Tencent, Haier Electronics
    January 25, 2017 Equity Tactical: Starbucks, BMW
    January 24, 2017 ETF/Equity Tactical: China Railway Group, iShares China Index ETF
    January 23, 2017 Equity Tactical: MGM China, Anhui Conch Cement, Seven & I Holdings
    January 18, 2017 Equity Tactical: Mitsubishi UFJ, Dongfeng Motor
    January 13, 2017 Equity Tactical: Seven & I Holdings, Allergan
    January 11, 2017 Equity Tactical: Total
    January 10, 2017 Equity Tactical: Chugai Pharmaceutical, Haier
    January 09, 2017 Equity Tactical: Apple
    January 06, 2017 Equity Tactical: Anhui Conch Cement, Santos

    Back to Top ^

     

     

    Credit Flash


    Date Report
    December 13, 2017 Credit Flash: PT Indika Energy Tbk
    November 10, 2017 Credit Flash: Emirates NBD PJSC
    October 27, 2017 Credit Flash: Press Metal Aluminium Holding
    October 26, 2017 Credit Flash: PTT Exploration and Production PCL
    October 09, 2017 Credit Flash: PT Saka Energi Indonesia
    October 05, 2017 Credit Flash: Puma Energy Holdings
    October 02, 2017 Credit Flash: PT Indika Energy Tbk
    September 26, 2017 Credit Flash: Bank of East Asia Limited, PTT Exploration and Production PCL

    Back to Top ^

     

     

    Quarterly Outlook


    Date Report
    December 15, 2017 2018: The Bull Ain't Done
    October 02, 2017 4Q17: Stay in the game
    July 27, 2017 Video: Desperately seeking value in 3Q17
    June 27, 2017 3Q17: Desperately seeking value
    March 31, 2017 2Q17: Trump truncated?
    February 20, 2017 Video: The investment world according to Trump
    January 31, 2017 Investing in the time of Trump: 10 ideas
    December 23, 2016 1Q-2017: All Change - Trump Triggers Inflections

    Back to Top ^

     

     

    CIO Clear Call


    Date Report
    May 19, 2017 The markets needed a correction; they will get it
    May 12, 2017 Have global equities hit stall speed?
    May 08, 2017 The NEXT 100 days of the Donald, part 2
    May 03, 2017 The NEXT 100 days of the Donald, part 1
    April 25, 2017 How trump funds tax cuts will be key for equities
    April 20, 2017 Chinese equities could remain volatile
    April 13, 2017 Do Trump's quips matter for the dollar?
    April 12, 2017 Geopolitics: The trigger for correction
    April 10, 2017 Xi vs. Trump: Let's pretend we don't have a problem
    April 10, 2017 US vs. Russia: When geopolitics matter to markets
    April 07, 2017 Beware complacency on rates and yields
    April 06, 2017 Sometimes growth just ain't enough
    April 05, 2017 What the Trump-Xi meeting means for markets
    January 12, 2017 Trade on charts, not tweets

    Back to Top ^