The Market Sentimentalist - Jaw-Jaw Or War-War?
Trade wars are back in vogue.President Trump has threatened to retaliate to the Chinese retaliation to his decision to sign off on aluminium and...
137 Views
US Dollar Last Push Down Before Reversal
US DOLLAR INDEX (DXY) / EURUSD: expecting new USD lows to be printed U.S. Dollar Index (USDX) (DXY CURNCY) is in a bearish trend since the...
100 Views
Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
239 Views
Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?
ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5%...
127 Views
Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
273 Views