Argentina by ARF Editor - October 29, 2015 Argentina’s shares rallied nearly 8% on Wednesday on Mauricio Macri challenging the populist government. The country could clearly benefit form a “changing of the guard”.
The Draghi effect by ARF Editor - October 24, 2015 In the Eurozone, Mario Draghi suggested that the ECB is ready to expand its monetary easing efforts: so the Swiss 10yr yield hit record low!
China outflows by ARF Editor - October 19, 2015 Outflows from China have been quite severe through September. There are indications however that the figures in October are materially better.
Gold by ARF Editor - October 9, 2015 This wedge in gold should give technical analysts some food for thought. A breakout coming?
Money “printing” by ARF Editor - October 7, 2015 The chart below shows the projected divergence in monetary base (money “printing”) between the US and Japan (%of GDP):
Japan jobs by ARF Editor - October 2, 2015 In Japan, labor shortages persist as the jobs-to-applicants ratio spikes. Japan desperately needs some immigration but that’s unlikely to happen any time soon.