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EURGBP Inflection Point

BY JON WEBB
Sell EURGBP above 0.85. First target 0.82. Longer term targets sub-0.80. Stop above 0.86. Read more →

Trump Telegraphs Tariff Intentions, Earnings Accelerate, What to Watch

BY TEMATICA
Market Wrap Markets got a taste of concentration risk as one of only three… Read more →

Thoughts From The Divide: Hold On Tight

BY JON WEBB
“It’s obvious that there’s going to be stress and losses”. The comment is from Janet Yellen’s comments this week and comes from the discussion of the ongoing CRE dumpster fire. Stress and losses aside, the Treasury Secretary was unruffled, following up with the comment, “I hope and believe that this will not end up being a systemic risk to the banking system.” Yellen did admit that size matters. While “The exposure of the largest banks is quite low,… there may be smaller banks that are stressed by these developments” Read more →
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