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Macro / Strategy Analysis / Equity
- Macro Trade Update: "Close AUS$ Put Option" by Longview Economics
- Weekly Macro Themes: Inflation returns, Indian rebound, Economic Noise, Stock market leverage by Topdown Charts
- MOSL: INDIA STRATEGY | 4QFY17 PREVIEW-The Great Divide-Earnings to bounce off a low base, but quality of growth weak by Motilal Oswal
- The Morning Track do-half by Track
- The Morning Track listening by Track
- We are all in, with a stop. by Paratrade Systems
- The Morning Track dollar-daze-2 by Track
- La lettre d'Eric Galiègue by Valquant
- Could the correction in US inflation be temporary? by Macro Thoughts Ltd
- The Morning Track monday-blues-2 by Track
- Daily RAG: “Models Update - Commentary resumes tomorrow" by Longview Economics
- The S&P gauge still has plenty of fuel. by Paratrade Systems
- The Morning Track snap by Track
- May may May Surprise! MT July 15, 2016 by Macro Thoughts Ltd
- Weekly Macro Themes: Global tides, China cycles, Emerging markets, North Korea by Topdown Charts
- Daily RAG: “Stay LONG - positioning is fearful/bearish (on most measures)" by Longview Economics
- The Morning Track absolute-zero by Track
- Some hope for bonds... by Paratrade Systems
- The Morning Track rewind by Track
- Daily RAG: "Hedging levels high - markets reasonably fearfully priced (stay LONG)" by Longview Economics
- La lettre d'Eric Galiègue by Valquant
- Longview on Friday: "Equity worry list, some Sector thoughts, overbought Bonds, China & Iron ore" by Longview Economics
- Mark Shore on VSTOXX Derivatives 3-part series by Shore Capital Research LLC
- The Weekly Track vive-la-france by Track
- Daily RAG: "Stay LONG & tighten stop: Models moving swiftly - medium term models, though, remain close to BUY..." by Longview Economics