Inflation Ticking Up Globally - Some Major EMs Are Oversold
India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong...
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Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
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Trade Idea: Northern Exposure - Strategic Long CAD-MXN
We recommend going strategic long Canadian Dollar vs the Mexican Peso on greater BOC confidence over rate hikes and continued "AMLO-mentum": Bank...
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Emerging Markets -- Is It Time To Panic?
A brief summary of recent CrossBorder Capital EM researchEvery Emerging Market Crisis is first-and-foremost a currency crisis. This simple fact...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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