Latest Chinese Fintech FOF Completes Raise of 10-billion-yuan (US $1.8b) as Asia fintech funding continues to eclipse North America and EU allocation to financial technology initiatives.. (Econotimes.com) 28 December 2016- In a move to advance China as a financial and technology hub, Asia FinTech FOF, a foundation that aims to…Read More
ETF product use among the Buy-Side is no longer viewed as "just a portfolio re-balance or transition management tool," according to a survey of the investment industry's largest portfolio managers. More PMs than ever are finally 'getting the joke' with regard to the value proposition of Exchange-Traded Funds (ETFs), according…Read More
MarketsMuse inhouse political pundits are headed to Hempstead, NY, home of Hofstra University where the Circus Comes to Town disguised as the first tranche of 2016 US Presidential debates. While our inhouse politicos battle the LIE rush hour traffic in effort to get a ring-side seat for the Ringling Bros…Read More
If History is Any Guide....more than one "markets muse" should be running for cover, faster than if they found themselves strolling the streets of NYC's Chelsea neighborhood this past Saturday evening. And, one global macro muse is extending that warning.. Stock market technicians, i.e. those who hang their hats on…Read More
MarketsMuse Fixed Income Curators have been keeping tabs on the seemingly insatiable and outsize demand for yield and in particular, the demand for IG Corporate Bonds aka investment grade corporate debt. With that, we roll to opening excerpt of Aug 9 notes from "Quigley's Corner", the financial industry award-winning commentary…Read More
TRUMP CAMPAIGN SPECIAL REPORT: GOP NOMINEE VOWS TO SHUT US DEPT OF STATE AND REPLACE WITH US DEPT OF SEX; FIRST LADY MELANIA TO GIVE HEAD AND "LEND A HAND" DONALD TRUMP TWEETS "MY NEW US DEPARTMENT WILL BE PROFITABLE STARTING DAY ONE!" (MarketsMuse Exclusive)- Donald Trump, the GOP Presidential…Read More
EC Embraces ISIN reference code protocol for financial instrument identifiers as MiFID II nears full implementation (Waters Technology |InsideReferenceData.com) 20 July 2016-The European Commission (EC) has adopted several technical standards of the Markets in Financial Instruments Directive (MiFID II), including RTS 23 (Regulatory Technical Standard), which deals with standards and…Read More
As MarketsMuse curators work towards competing for the news industry award for publishing the "5 millionth" commentary regarding last week's "Brexit" vote, our senior publisher voted in favor of keeping the blog post focused on a global macro view that is different than what the popular pundits have been opining…Read More
BREXIT or BREMAIN the NEVERENDUMS Will Continue in Europe "Should I Stay or Should I Go? That Answer Is Self Evident..." A Global Macro perspective from Debt Market Veteran..Music by Clash, Comments by Quigley Below excerpt courtesy of 22 June edition of "Quigley's Corner", the industry award-winning debt capital market…Read More
(SubstantiveResearch.com)- The global macro trade idea of the week with eye on China. With all of the debate around the Fed's signalling for rate hikes this summer, the question of how to hedge, or for that matter, to bet on China is prominent in the mind of investors. Neil Azous…Read More
MarketsMuse sends out a shout out to SubstantiveResearch.com for profiling Global Macro guru Neil Azous from Rareview Macro, who "always looks to challenge the consensus and the sometimes lazy view of the prevailing market set up." In yesterday’s note he focused on China, and the consensus view that the cyclical…Read More
Memo: To Whom It May Concern: Inflation Risk is Back In Play Below is a special edition of global macro commentary courtesy of Stamford-based think tank Rareview Macro LLC, the publisher of "Sight Beyond Sight." The following has been excerpted by the curators at MarketsMuse and republished with permission from…Read More
For those following global macro think tank Rareview Macro's "Sight Beyond Sight", you already know that the firm's chief strategist Neil Azous is on a roll and the firm's model portfolio is outpacing many who have an ax in global macro style investing. Today's edition of the firm's commentary caught…Read More
Administrative oversight left BlackRock unable to meet demand for its Gold ETF, IAU; Suspends New Issuance. (WSJ) -BlackRock Inc. said it suspended the issuance of new shares in IAU, its roughly $7.7 billion gold exchange-traded product due to an administrative oversight, in the latest bruise for the exchange-traded-fund industry and its largest…Read More
BNY Mellon 'Gets It' and Also Gives It Back. With close-on $29Trillion in deposits and $1.3Trillion in AUM, BNY Mellon (NYSE:BK), the oldest bank in the U.S. is not just the country's biggest, it ranks as one of the world's biggest banks. Hundreds of financial industry professionals now working across…Read More
For those who are confused as to the near-term, or even longer-term price direction of Oil, even J.R. Ewing would tell you there isn't an oil man in Texas, including Boone Pickens, who can see far beyond the prices posted at the pump. Especially when one gas station in Oklahoma…Read More
MarketsMuse curators are often most inspired by views expressed by those dedicated to interpreting and positing financial market outlooks via a global macro lens. This 'style' requires a disciplined process and for those who are best in the practice of this dark art, the projections are often prescient. With that,…Read More
Referring to anyone as 'being impaired' is not a compliment. And, in the world of financial market punditry, where at least half of the experts are best at telling their audience what happened during the past 12 hours, while another 45% who position themselves as forecasters are right maybe 50%…Read More