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  • U.K. Political Uncertainty Adds Risks For U.K. Gilts And FTSE 100
    Sep. 23, 2014 EWU, FXB 1 Comment

    Summary

    • Scotland’s no vote creates an uncertain outlook for the UK as details on the fiscal and economic implications remain unclear until mid-October.
    • Calls for UK leaving the EU are growing. At risk is UK’s political leverage and benefits to free trade within the EU.
    • A delayed interest rate hike by the BoE and a devaluing pound raise inflation risks short term.
  • Short And Leveraged ETFs/ETPs Global Flows Report - Aug. 31, 2014
    Sep. 19, 2014 Comment!

    Summary

    • The Ukraine crisis instigated tactical positioning of S&L investors in August, with a contrarian stance driving bullish allocations in European equities, while exposure to US equities was cut.
    • S&L investor bearishness increased in German debt as yields on 10-year Bunds fell to record lows. Year to date, short ETPs tracking German debt recorded inflows of $425 million.
    • S&L investor bullishness intensified in oil with the Middle East crisis reinforcing the build-up of long positions against cuts to short positions in oil ETPs.
    • At the end of August, the AUM of S&L ETPs stood at $59.7 billion. BOOST ETPs reach a record $130 million AUM.
  • Scotland 'Yes Or No' - Why And How You Need To Hedge The FTSE 100 / 250 And Gilts
    Sep. 18, 2014 EWU 2 Comments

    Summary

    • Scotland’s referendum on independence is too close to call. Markets disliking uncertainty are putting pressure on UK’s currency and credit markets, driving downside risk to UK equities.
    • Secession weakens the economic fundamentals for Scotland, exposes the rest of the UK to unwarranted credit risks, UK mid and large cap equities are at risk of being de-rated.
    • Until the dust settles it may be prudent to hedge long positions in UK bonds and equities.
  • Short And Leveraged ETFs/ETPs Global Flows Report - Feb. 28, 2014
    Mar. 19, 2014 Comment!

    Summary

    • Global AUM in Short & Leveraged ETPs at record $61bn as investors shun equities and buy bonds.
    • S&L investors globally repositioned themselves bullishly in bonds and bearishly in equities. February saw record flows into long US debt ETPs, at $2.9 billion.
    • S&L investors continue to be bullish on Japanese equities, with inflows of $451 million into long Japanese equity ETPs and global AUM in Japanese S&L ETPs is at a record.
  • Short And Leveraged ETFs/ETPs Global Report - Oct. 31, 2013
    Nov. 27, 2013 BXDB, BXUB, BXUC Comment!
  • Looming Fiscal Cliff, Broken Safe Havens. Here Is Why To Hedge.
    Oct. 15, 2013 QQQ Comment!
  • BoE's QE Exit Ahead Of Fed Boosts Sterling, But Pressures FTSE 100
    Oct. 1, 2013 GBPS, DBV 1 Comment
  • Gold Investors Become Bullish While Equity Investors Are Mixed, As Global Short And Leverage ETF/ETP Assets Hit Over $51bn
    Sep. 24, 2013 Comment!
  • At 1300 USD/Oz, Gold Is Only Halfway Through The Bear Market
    Sep. 24, 2013 GDL, GLD 131 Comments
  • 8 Things To Know About Short And Leveraged ETFs / ETPs
    Aug. 13, 2013 SQQQ, TQQQ, QQQ 4 Comments
  • Volatile And Low Yielding Safe Havens Sustain Rotation Into Equities
    Aug. 12, 2013 ZSL Comment!
  • China Credit Crunch May Cripple Copper
    Aug. 7, 2013 JJC 7 Comments
  • Global Short And Leveraged ETF Assets Hit $51B, As Equity Investors Become Bullish
    Aug. 6, 2013 SSO, UPRO, SDS Comment!
  • Rising Bond Yields Pose Macro Risks For Eurozone Equities
    Jun. 19, 2013 FEP, FDD, UPV Comment!
  • Henry Hub's Natural Gas Commodity Break-Out Has Legs: It's A U.S. Proxy
    May. 31, 2013 UNG 6 Comments