HFs aggressively cover the 10-
Yr Ts, sell the 2-Yr Ts..
Large Specs crowded long gold, NDX & 2Y Ts; short US$
Note: Commitment of Traders data reflects positions as of last Tues’ close
Equities: L...
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 05 October 2009
HFs up in September for the seventh month in a row
Mary Ann Bartels +1 646 855 0206
Large Specs crowded long gold, NDX...
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 05 October 2009
HFs up in September for the seventh month in a row
Mary Ann Bartels +1 646 855 0206
Large Specs crowded long gold, NDX...
G
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 26 May 2009
HFs plying reflation trade: buying oil & gold, selling $’s
Mary Ann Bartels +1 212 449 8038
Large Specs buy equities, g...
G
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 11 May 2009
HFs short 10-year T-note to levels not seen since April ‘05
Mary Ann Bartels +1 212 449 8038
Large Specs buy gold, 2Y-T...
G
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 11 May 2009
HFs short 10-year T-note to levels not seen since April ‘05
Mary Ann Bartels +1 212 449 8038
Large Specs buy gold, 2Y-T...
Singapore listed Chinese companies
Investment Strategy
Equity Derivatives | Pacific Rim 03 October 2007
Launching the ML S-Shares index
William Chan >> +852 2536 3921
Launching the ML S-Shares I...
Banks-Retail
Industry Overview
Equity | India | Banks-Retail 26 February 2007
RBI to pay interest on CRR
Rajeev Varma >> +91 22 6632 8666
RBI to pay banks’ interest on CRR balances
The Reserve B...
Asian Macro Briefings
Economic Analysis
Economics | Asia Pacific 23 May 2006
Yes, This Is A Liquidity Shock
TJ Bond +852 2161 7152
Yes, this is a liquidity shock
We’ve reached the point in this ...
Economics
Economic Analysis
Economics | Singapore 05 February 2007
Singapore: Starting to Decouple
Silvia Liu +852 2161 7236
Global slowdown, domestic strength
Singapore is no longer just a leve...
Strategy - Malaysia
Country Overview
Strategy | Malaysia 12 April 2007
Postcard from the US
Melvyn Boey, CFA >> +60 3 2333-2080
A busy trip in the United States
We have just returned from one of...
The Asian Macro Navigator
Economic Analysis
Economics | Asia Pacific 05 June 2009
Hong Kong—dumping ground for global liquidity
Asian Economics Team
TJ Bond
+852 2161 7152
Hot topic
Hong Kong’...