Talking Points: – Q2 started with a bang across equity markets as yesterday saw another bearish drive show-up in the S&P 500. A bit of support came-in around the 38.2% retracement of the post-Election move […]
Was January the high watermark for 2018? When the market (and my portfolio) peaked in January, I had a strong sense that for the short term, this may be as good as it gets. In […]
According to the Tankan survey released today there has been no improvement in Japan’s inflation expectations among corporates, explains Yujiro Goto, Research Analyst at Nomura. Key Quotes “Inflation expectations among corporates have slowed since oil […]
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