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Oh My! Trump Tariffs, State of the Union, ISM Services Data

BY TEMATICA
What will Fed Chair Powell say on Friday? Read more →

MI2 for C8 – The FX Year Ahead – Turning Japanese – Feb 2024

BY JON WEBB
Japan is likely to come into increasing focus this year. With bond yields now being allowed to rise as the BoJ’s Yield Curve Control experiment comes to an end, the BoJ’s roadmap to ending NIRP (if things go to plan), the multi-decade underperformance of Japanese equities still fresh in asset allocators’ minds (despite some promising upside momentum) and a chronically weak currency, (especially on a real effective, inflation-adjusted trade-weighted basis), there is plenty of potential for disruption. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy February 2024 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
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