EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China. Analysis of 180 Global EM Equity Funds...
148 Views
NDX Trendline Crack and XLF Triangulation
We presented our tech heavy case over the weekend in our weekly edition with updated charts this morning. NDX – Worth paying attention to the fact...
93 Views
Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
128 Views
While Russians Watch World Cup, Government Hikes Pension Age and VAT
Last Friday, the Russian currency and fixed income instruments sold off sharply. Earlier that day, the CBR kept its policy rate on hold, but...
97 Views
Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
166 Views