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...
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S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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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
Topix: Why 1,680 Is Critical to the 20-Month Uptrend
For Elliott wave reasons, the area around Topix 1,680 has become critical. Whilst that broadly holds, the odds favour a final fun to new highs...
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BBSP H1 2018 Macro Strategy
Main themes :INDICES – Q1 (Feb/March correction-8-15% depending on which market) before further RISK ON until year end.Best conduits to play risk...
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