Tag Archives: EFA

Why the risk funds may be better signals than trades

We’re not huge fans of “risk on” / “risk off” explanations of global market movements around here. Not only is it simplistic to reduce all the factors that play into the rise and fall of asset classes to a simple binary proposition, but it looks like even its limited viability is evaporating fast.

Commodities ETFs Europe

Morning coffee brief

With most of the euro zone on holiday yesterday, traders around the world turned to the U.S. session for directional cues. U.S. stocks rallied on manufacturing data Tuesday morning and shrugged off the Chicago PMI and China’s disappointing PMI, only to finish well off the highs.   

Analysis Commodities ETFs Europe Strategy