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?
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.
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
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.
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.
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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