ratings

Breaking Down The Bull Market Thesis

"Considering that forward estimates are generally overstated by 33% on average, the risk is high of disappointment... The risk for investors is “willful blindness” that builds when complacency reaches extremes. It is worth remembering that the bullish mantra we hear today is much the same as it was in both 1999 and 2007."

Why People Love And Hate Trump

Trump's low approval ratings are being driven by his unconventional style and non-normative pattern of White House behaviour rather than his actual policies and views.

Abe's Days Numbered? DB Warns Japan PM "May Be Forced Out" Leading To Spike In Yields

The Abe cabinet's approval ratings have kept falling and are now in the sub-40% "danger zone". It is now starting to look as though Prime Minister Shinzo Abe might be forced out of office until the Liberal Democratic Party leadership race scheduled for September 2018, in which case JGB yields might be at risk of climbing quite significantly.

"A Reverse Rollup From Hell": China's "Boldest Dealmaker" Faces Margin Call Disintegration

China's "boldest dealmaker", HNA Group, suddenly faces not only growing regulatory scrutiny from Beijing that threatens to raise HNA’s financing costs, but also send its shares plunging as holders are forced to liquidate, accelerating the company's demise. And, in an scenario that can only be dubbed as a "reverse rollup from hell" if the value of its stock price falls enough, HNA may soon be forced to disintegrate.