China data deluge will start Tuesday, with June CPI to be reported. A rate of 2.5% y/y is expected vs. 2.1% y/y in May. Trade comes next around mid-week, with exports seen rising 3.7% y/y...
1. What is the outlook for Fed policy? The dramatic market reaction notwithstanding, we think Bernanke and the FOMC minutes were clear. To calls from some members to consider scaling back on the long-term asset...
Archimedes said that if he had a lever long enough and a place to put his feet, he could move the world. Investors have access to incredible pools of capital and can lever immensely. They...