Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
191 Views
With the Inflation Target Breached, Can the Fed Postpone Signalling Faster Rate Hikes?
FOMC is likely to be concerned by the clear upward spurt in core inflation. The FOMC (Federal Open Market Committee) is meeting hot on the heels of...
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Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
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Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
161 Views
As Political and Economic Uncertainty Rattle Developed Markets - Emerging Markets Provide a Haven
Emerging Markets Have an Opportunity to Shine as Growth and Valuations Relative to Developed Markets Capture Market Attention Euro Area: Draghi...
104 Views