CEO at CCTrack Solutions
Contributor's Links: CCTrack Solutions Track.com

Mr. Robert Savage is the Chief Executive Officer of CCTrack Solutions. He is also the Chief Executive Officer, Editor-in-Chief and Head of Research of Track.com, an online platform for investment research and market ideas. He joined FX Concepts as COO and Chief Strategist when Track.com was ... more

ALL CONTRIBUTIONS

E Red Flags
Even with UK PM May surviving a no-confidence vote and US 4Q earnings upside surprises are insufficient to extend the present feel-good moment for traders.
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E Markets: Silk Purses
Markets are making a silk purse out of a sow’s ear. The FX market is watching the year of the Pig approach and wonders if the present risk-on mood will see a change.
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E Markets: It Is Not Enough
Today is about logically insufficient conditions as investors are likely to see that the tape alone is not enough to support an extended rally up is risky assets.
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E Markets: Bad News Bears
This isn’t a feel-good movie day, but reality as the bad news bears return from a quick 2-week hibernation and the China trade data overnight remind investors that all isn’t well in the global economy.
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E Markets: Pendulums
If the focus last week was on positive US-China talks, the week ahead is about Europe with UK Brexit and ECB Draghi speech key event risks. A stronger USD next week may bring back the negative correlation to the S&P 500.
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E One-Handed
Beware the one-handed economist. As we learned from FOMC Powell yesterday, the FOMC can be patient on one hand and nervous on the other with inflation data central to their pause in tightening along with financial conditions.
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Comments

Latest Comments
Tie-Breaker
1 month ago

The point of financial conditions is that they reflect the fear of higher Fed rates, the effect of lower S&P500 on wealth, the hit of house values. Cause and effect arguments about economics are always trouble - Does Trump get credit for a private economy? He can claim some for the tax reform, deregulation and take some blame for tariffs and the uncertainty that drives for global supply chains and prices. As for inflation - take a look at inflation expectations via 5Y 5Y forward. The market is telling you oil matters more than tariffs

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CEO
CCTrack Solutions
January 2014 - Present (5 years 1 month)

CCTrack ia a quantitative provider for FX Overlay, Risk Parity and alpha generation from short-term trading to relative-value skew positioning in global liquid markets covering FX, commodity, bond and equity and futures. The model approach strives to hedge client portfolios using quantitative strategies reducing correlation and risks while returning profits. For further information go to CCTrack.com

 

Senior Advisor
Mckinsey&Co
January 2012 - Present (7 years 2 months)

Education

Yale University
BA
1980 / 1984
Political Philosophy

Publications