2019-01-22 Long Palladium and Platinum Short DAX Long iBovespa Long Singapore SIBOR rate Positive on Long BRICs Positive on 12m Libor rate in USD Long Natural Gas in the US Short Nikkei Index Short Greece and Turkey Short Brent ... Only preview. This report requires privileged access rights to read it at the current time.

2019-01-18 After stellar 2017 when new money generation was extreamly robust and net inflows into various public investment vehicles stood at 287$bn while MSCI World index was up 20.1% (data ex HF and FO) 2018 was a year when most of the things reversed direction vs. 2017 MSCI ACWI was down 11.17% MSCI US was down 6.3% AC Europe was down 17.2% Emerging Markets down -16.5% Frontier markets were down 19% Total outflow from various public investment vehicles was 21bn$ in 2018 Average outflow was 19.9bn$ ... Only preview. This report requires privileged access rights to read it at the current time.

2019-01-13 Oil price volatility spooked markets. Few months ago, when Brent price was storming through 80$/bbl few were strongly opposing the upward momentum, agreeing with rising prices. But just before the year end – the oil price collapsed and most of the commentators have found a reason or two to predict lower levels for oil price ahead. 30$ drop in the oil price has caused some downward revisions of forecasts. According to Reuters: analysts have slashed forecast for 2019 to 67$/bbl from 70$/bbl for WTI. Brent forecast was downgraded to 74$/bbl 76$/bbl. Most frequently cited negative factors for downgrade of forecast are return of the unconventional (shale and ethanol) oil in the US as well as recovering production in Libya and Nigeria as well as the end of the driving season. While supporting factors for the oil price is OPEC cut and stricter compliance with OPEC production quotas as well as economic growth in the US. ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-20 To our village folks nationalism and patriotism is like gravity force while globalization is like cosmism. ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-12 Markets are very conservative if Utilities sector is the winner and Financials are laggards ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-07 Most of the conventional Index Destinations were Money losers in 2018 ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-06 What are the factors behind the surge? Arbitrage between US and European prices? 3 LNG terminals are operating in the US and 25 more proposed. ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-05 Fund flow only spiked occasionally ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-04 There is finally some support in site… ... Only preview. This report requires privileged access rights to read it at the current time.

2018-12-03 Rate rises and tariff wars have now been priced in so far ... Only preview. This report requires privileged access rights to read it at the current time.