Sep 29, 2017 | European Economy
With a synchronised recovery in economic activity underway, memories of the 2015-2016 deflation shock fading and a slew of benign election results (Dutch, French and German), confidence in the euro area has improved markedly since the beginning of the year and has...
Jun 12, 2015 | Australia, Other
(from our Tactical from 2nd of June) We only have one tactical signal this week, a buy on NZD. The VP Divergence Signal looks at correlations to detect when an asset is trading out of sync with other related global macro assets. This provides a good short-term proxy...
Jul 11, 2013 | Featured, Tactical
One of the points that we have emphasized to clients in our most recent reports has been the risk of a reversal in the USD. Fundamentally, the USD looks better than most, but nothing goes up in a straight line and speculators have been complacently long. With the...