USD Peaking with the Economic and Political Cycle
Out-performance in the US economy, as was seen in 2018, seems much less likely in the year ahead. Lower oil prices and slowing high tech sectors...
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Chinese Market Sentiment at a Crossroad
Chinese equities face a crossroad to start the year as the market mulls a more serious phase in the structural decline in China’s economy balanced...
598 Views
Dollar up Today, but Down Tomorrow? Fed and Govt Shut-Down Risk
It feels a bit like if I write something on the FX today, it will be redundant by tomorrow as conditions in the market are changing so quickly due...
455 Views
Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
356 Views
This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
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