Weekly Chart Flow: 1.13.2019

Global markets were bid in week two rising 2.4%, led by the Americas (IWM +4.73%, ILF +3%) and Asia Ex Japan (2.9%). Sectorally, technology was strong across the board, with Asia tech +6.7% w/w. Energy was bid on the back of crude’s 7.6% gain, and industrials were notably higher. While markets have started off the…

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Bonds And Chill

Below is a piece we put together about a month ago that was sent around to our network. Given recent market action and the thesis still largely playing out, we decided to share it, which we are likely to do more of in the future. If you like the work below, feel free to subscribe…

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