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Macro / Strategy Analysis / Equity
- The Morning Track after-the-party by Track
- Europe by Macro Intelligence 2 Partners, LLC
- Daily RAG: "Stay LONG - upside momentum likely to persist" by Longview Economics
- The Morning Track taper-talk by Track
- The Morning Track laffer-curves by Track
- The S&P fuel tank has a hole in it. by Paratrade Systems
- Macro Trade Recommendation No. 70, 27th April ’17: "Move LONG CAD & Reduce JPY SHORT (both vs US$)" by Longview Economics
- BKR The best is yet to come - April 2017 by BMCE Capital Global Research
- Commodity Fundamentals: "OPEC, Game Theory & the Oil price" by Longview Economics
- La lettre d'Eric Galiègue by Valquant
- Commodity and Currency markets should be a warning to all Asset Classes. by Macro Thoughts Ltd
- The Weekly Track golden-week by Track
- Weekly Macro Themes: Global trade, gold, high yield credit, REITs, grains by Topdown Charts
- The MacroVIGILANCE monthly report - published April 30, 2017 by Macro Vigilance
- Daily RAG: "Start RE-BUILDING LONG positions" by Longview Economics
- Cooling food and energy inflation, for now by Economic Perspectives
- Thought for the Day - China in the World of Connectivity by SHSS
- Bonds are on solid ground. by Paratrade Systems
- The Morning Track check-please by Track
- Apple volatility changed nothing. by Paratrade Systems
- Daily RAG: "Keep BUILDing LONG positions - Watch China (as it remains the key near term risk)" by Longview Economics
- Asianomics Strategy - ROLL OUT THE BARREL by Asianomics Group Ltd
- Asianomics Technicals - Underweight and Overweight by Asianomics Group Ltd
- MI2 Trader: European Equity Update by Macro Intelligence 2 Partners, LLC
- Daily RAG: "Commodity/China weakness remains contained (for now) - S-T Models leaning towards BUY - Keep BUILDing LONG S&P positions" by Longview Economics