UBS: This team is most likely to win the World Cup
After applying the same econometric tools usually applied to investment opportunities, Germany appears likely to win the World Cup, UBS wealth managements chief investment office…
Russia
Societe Generale: Go long South Africa’s rand, while shorting Russia’s ruble
Go long South Africa’s rand, while shorting Russia’s ruble, Societe Generale said, pointing to diverging political narratives. “South Africa continues reform story, while Russia geopolitics add…
Societe Generale: Bullish sentiment on emerging markets is eroding
The bullish sentiment on emerging markets is eroding, Societe Generale said after recent client visits in Europe and Hong Kong. “Investors are, on balance, still…
Nomura: Go short the ruble as crude oil longs near highs
Nomura tipped going short Russia’s ruble, citing country-specific factors as well as the rise in crude oil positioning. “Long ruble positioning is crowded, with the…
Societe Generale: Time to rotate out of US stocks to avoid ‘overdue’ crash
Societe Generale advised re-distributing equity allocations out of U.S. markets, citing in part an “unpredictable administration, which seems to lack cohesion” as well as upcoming…