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Archive for January 2014
Emerging Market FX Questions

Emerging Market FX Questions

Polemic Thursday, January 30, 2014 5 Comments
Polemic
Having heard many questions being asked about EMFX (most of which have been answered by new Armchair EM Generals using their favourite  tool...
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Turkey - Are Trading Correlations to Global Risk Valid?

Polemic Wednesday, January 29, 2014 8 Comments
Polemic
It's probably worth following up on the last post as there are a few linkages in the markets that we feel now need questioning. TRY ...
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Turkey - Das Boot.

Polemic Wednesday, January 29, 2014 5 Comments
Polemic
Turkey has shown decisive resolution and a strong firm hand in order to guide the market back to more sensible levels and punish the evil ...
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Looking for a Turnaround Tuesday

Looking for a Turnaround Tuesday

Polemic Monday, January 27, 2014 14 Comments
Polemic
Just a set of quick thoughts as TMM have been having a busy and exciting time over the last 10 days. It took a while for the momentum to f...
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Hope - The Narcotic.

Polemic Monday, January 20, 2014 11 Comments
Polemic
China is back at the top of the Financial Market's Pez dispenser of worries. But before we go any further it's probably worth explai...
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2014 - Consensus without Conviction.

Polemic Thursday, January 16, 2014 25 Comments
Polemic
2013 was the year that got away. Equities got away with leaving everyone behind. The Euro got away leaving bear blood on FX street. And The ...
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      • Emerging Market FX Questions
      • Turkey - Are Trading Correlations to Global Risk V...
      • Turkey - Das Boot.
      • Looking for a Turnaround Tuesday
      • Hope - The Narcotic.
      • 2014 - Consensus without Conviction.
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