Bracing for a Binary Outcome
Chartonics weekly Monday 20 June 2016Bracing for a binary outcomeEM’s did see a relative fade against US equities but edged higher against Europe...
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Euro Banks Plunge, USD Turn and Oil Short
EM perform fade given our June 9th call for a USD reaction rally. Europe underperform with banks leading weakness. S&P fade from 2,110/20...
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Asia FX Positioning
Chartonics webcast Saturday 11 June 2016FX trade - USD upside pivot levelsTo view click on this link: http://www.screencast.com/t/rBJ1lAvJq5 7:59...
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TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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