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Macro / Strategy Analysis / Equity
- The Morning Track carrots-and-sticks by Track
- Weekly Macro Themes: Global macro, Eurozone inflation, Cyclicals, Expected Returns, NZDUSD by Topdown Charts
- La lettre d'Eric Galiègue by Valquant
- Longview on Friday: "The Great Reset; a Sector Switch (i.e. tech into financials); plus Early Evidence of Rotation from Europe to the US" by Longview Economics
- The Weekly Track legends by Track
- Daily RAG: "Watch & Wait - case for BUILDing SHORT positions growing" by Longview Economics
- The Morning Track divots by Track
- The weekly gauges get healthy by Paratrade Systems
- UK inflation leads the way by Economic Perspectives
- Synthèse conjoncturelle du 23 au 30 mai 2017 : Bce, Fed, Opep, Budget US ... des communications fortes sans influence marquante sur les marchés by Coe-Rexecode
- MOSL: INDIA STRATEGY-Taking stock of three years of MODIfied regime-Macroeconomic stability defining feature by Motilal Oswal
- P/E to implied volatility ratio signals that investment mood is becoming too euphoric by Iniohos Advisory Services
- THOUGHT FOR THE DAY - CHINA’S PMIs by SHSS
- LL No. 109: "The Origins of the Debt Super Cycle, a.k.a. BASEL, RWAs & Fiat Money" by Longview Economics
- The MacroVIGILANCE monthly report - published June 03, 2017 by Macro Vigilance
- The weekly equity gauge hit the ceiling! by Paratrade Systems
- Daily RAG: "Stay LONG - Models mid-range & momentum is to the upside" by Longview Economics
- Weekly Market Positioning Update: "Ongoing Positioning Switch (out of USD & into EUR)†by Longview Economics
- The Morning Track whitsuntide by Track
- The daily S&P gauge is gasping for a pullback. by Paratrade Systems
- MOSL: INDIA STRATEGY | 4QFY17 Earnings Review-Aggregate performance masks underlying weak operating dynamics by Motilal Oswal
- Europe by Macro Intelligence 2 Partners, LLC
- TEAA: "Stay Tactically OW Equities – Models Onside" by Longview Economics
- Synthèse du 31 mai au 6 juin 2017 : Le repli récent des cours des matières premières se traduit déjà dans les chiffres de l’inflation by Coe-Rexecode
- L’inflation, c’est fini, jusqu’à nouvel ordre… de D. Trump by Richesflores Research