We are pleased to announce the launch of our new iPad application. KEY FEATURES Customers > Offline access allowing you to read reports on the go. > Push notifications alerting you to the latest reports. > Video presentations of our…
UK’s Action Signals Move Closer to Fiscal Dominance
Posted in Featured, Fiscal Policy, UK on November 27, 2012The UK Treasury’s decision to transfer coupon income from the Bank of England’s Asset Purchase Facility is a step towards ‘fiscal dominance’, where the fiscal authority ultimately gains the upper hand from the central bank and we see monetisation of public sector debts and deficits.
The Czech Economy is stuck in Limbo
Posted in Emerging Markets, European Economy on November 21, 2012While a good deal of investor attention has been focused on the US of late, in the process relegating the EU debt crisis into clear second place, CEE economies have been largely subjected to benign neglect. Arguably this is a mistake, since a lot can be learnt from following the evolution of these economies, many of which are undergoing a rapid transition from being emerging prospects to over-mature stars of yesteryear. The unique demographics which are to be found in the region make them a fascinating laboratory for what might happen in other parts of the world, most notably China, as we move into the 2020s.
US Sector & Global Overview – 11/09
Posted in Featured, Tactical on November 9, 2012Most US sectors look oversold based on their individual trading ranges. We have suggested investors to go long utilities before based on a simple trading rule following bollinger bands. Utilities are currently trading well below its lower band and looks…
Japan Edges Towards the Cliff
Posted in Asia, Fiscal Policy, Global Economy, Japan, Monetary Policy on November 2, 2012The Japanese economy continues to weaken and a recession is now the main consensus. The country’s trade balance, which was long in surplus, is now moving deeper and deeper into deficit and the third quarter numbers almost certainly will show contraction, and these are more than likely to be followed by another set of negative readings for Q4









