A brief introduction: what it is, why I decided to launch it, and who it's for
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Revisiting my post from the start of the year...
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This week: Fiscal/Tax Risk outlook, Capex Outlook, Equity Sentiment Snapshot, Equity Valuations, Scenarios and Sources of Upside, Treasury Yields, Gold…
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The ups and downs of Topdown Charts
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This week: Global Growth Outlook, Inflation Outlook, Commodities, Treasuries, Global Equities, EM equities, WTI Crude Oil.
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This week: Asset Class Sentiment, Sovereign Bond Yields, EM Monetary Conditions, Global Equities ERP, shadow policy rates, US dollar valuation…
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Review of markets and succinct guide to risk vs return outlook across asset classes
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This week: Global monetary policy pulse, CNY, Asian FX, EMFX, EM Bonds, Defensive value stocks, Seasonality statistics, Energy, Gold, and Silver...
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