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David Kotok
Markets And Geography By David Kotok - 3 hours ago

Markets We were fully invested in our US ETF strategies before the weekend French elections. We are still there and overweight financials (banks) and tech. In our volatility strategies we are also ...

Tim Knight
Day Nine: Oil, DRIP And ERY By Tim Knight - 7 hours ago

On April 11, we got our rock-solid, never-fail signal to short the oil market. Since then, every single trading day — nine consecutive as of this writing — have been black candlesticks, in...

The National Bank of Canada
Cad Remains Weak By The National Bank of Canada - 8 hours ago

The currency market revolves around themes. The theme of the first round of French elections produced a strong upward reaction for the EUR. With the recent reliability woes in polling, markets had ...

Philippe d'Arvisenet
Stronger Momentum By Philippe d'Arvisenet - 10 hours ago

Economic indicators are picking up in most of the developed countries. Eurozone growth is more robust, at an annualised rate of nearly 2% in first-quarter 2017. The rebound is also better distributed,...

Philippe d'Arvisenet
From One U-Turn To The Other   By Philippe d'Arvisenet - 10 hours ago

It seems increasingly clear that there will be no fiscal stimulus, at least not in 2017. Attention is now focused on intrinsic economic trends. Survey results and production statistics are looking ...

Philippe d'Arvisenet
Patient Optimism   By Philippe d'Arvisenet - 10 hours ago

The economic situation in the eurozone continues to improve: confidence surveys point to a very positive trend, although the latest “hard” economic data suggest that the prevailing ...

Philippe d'Arvisenet
Heading For A Slow Acceleration   By Philippe d'Arvisenet - 10 hours ago

In 2016, activity grew by almost 1%, driven by domestic demand. Net exports kept on negatively contributing to the overall growth for the third year in a row. Gross fixed capital formation grew by ...

Philippe d'Arvisenet
More Private Investment   By Philippe d'Arvisenet - 10 hours ago

In 2016, activity grew by almost 1%, driven by domestic demand. Net exports kept on negatively contributing to the overall growth for the third year in a row. Gross fixed capital formation grew by ...