by Ryan Littlestone | March 8th, 2021, 12:32:12 | Research
Fixed Income Research & Macro Strategy (FIRMS) – 4X Global Research The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is in line with...
by Ryan Littlestone | January 20th, 2021, 14:54:29 | Research
Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued to proliferate in the past month. The consensus view is still...
by Ryan Littlestone | January 15th, 2021, 11:42:32 | News
A slightly longer review of Powell and Biden to last night Sometimes sleeping on something can bring a bit of clarity the next day, and doing just that has helped with analysing the Powell and Biden stuff. Powell Nothing unexpected from him in the end. Fed will do...
by Ryan Littlestone | January 12th, 2021, 16:07:30 | Research
Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research Barring another dramatic twist in an already torturous two months of political upheaval, Joe Biden will find a very full in-tray when he settles into the famed Oval Office in eight days time....
by Ryan Littlestone | January 11th, 2021, 16:47:35 | Video
The theme coming out of the first week of the New Year was about rising inflation expectations and a reversal in...
