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| 2010 Outlook & Trading Themes
December 27, 2009 at 5:18 am
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| | Herein we provide a quick summation of our top trades for 2010. Each trade is discussed more fully in the geographic and product-specific sections of this report. 1) Long CAD / Short EUR (Page 10) CAD should outperform EUR due to rising commodity prices and Canada's stronger structural position. |
| Annual Economic Outlook 2010 - Rebalancing the U.S. Economy for a New Course
December 27, 2009 at 5:13 am
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| | Trading was fundamentally transformed by the European Age of Discovery, which was pioneered by Portuguese navigators, such as Bartolomeu Dias and Vasco da Gama, who set sail down the West African coast, eventually making it to India by the end of the 16th century. The new course broke the stranglehold... |
| Global: Market Themes in 2010
December 27, 2009 at 5:08 am
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| | Risky assets generally thrive when growth is in the early - and normally fastest - stages of recovery. As this year's brisk recovery has happened alongside massive cost-cutting earnings have been in a 'sweet spot'. However, much of the fuel driving the recovery is of a temporary nature. The most... | | | 
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