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Vermilion Int'l Compass: Global Equity Strategy

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.  
Vermilion Research David
David Nicoski @ Vermilion Research 11 August 2022

African Eurobonds are rebounding, US CPI to dictate market movements

US Treasury futures are marginally bid this morning after yields rose through the session yesterday and deepened the inversion of the curve, with the 2v10 spread at one point reaching -50bp in intraday trade. The report also noted that the Euro share...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 10 August 2022

China's response to Pelosi trip does not trigger crisis (yet)

Last week's Taiwan visit by US House Speaker Nancy Pelosi and the military drills by China, in response, have brought long-standing geopolitical risks to the fore for global investors. The scale of military drills conducted by China in response is al...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 August 2022
China's response to Pelosi trip does not trigger crisis (yet)
China's response to Pelosi trip does not trigger crisis (yet)

Zambia vs Ghana Eurobond spread turns negative on debt restructuring optimism

Bond yields continued their declines yesterday, with Treasury yields giving back all of Tuesday’s gains as declining oil prices are alleviating some inflationary pressures, while the economic outlook continues to deteriorate. However, the growth outl...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 5 August 2022

China's mild response (so far) to Pelosi's provocation in one chart

US House of Representatives Speaker Nancy Pelosi is in Taiwan. The 82-year old is the most senior US official to visit for over two decades. But the significance of the trip is diminished by the likely loss of her House Speaker role after the upcomin...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 August 2022
China's mild response (so far) to Pelosi's provocation in one chart
China's mild response (so far) to Pelosi's provocation in one chart

Mozambique's growth prospects boosted by new LNG investment

US Treasury yields are dipping this morning following yesterday's surge. The rise in yields coupled with concerns over US-China tensions has put the markets in risk-off mode this morning. Adesina added that countries have raised around $40bn of funds...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 3 August 2022