Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: The US Treasury curve can steepen a bit...
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Old Skool Moves in US Yields and Dollar
US yields shot higher Wednesday after 10-year yields rose above previous highs for the year. While rising US yields haven’t helped the USD all...
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Clouds Clear for CAD, but Shroud EUR and AUD
CAD has shot up in recent sessions as the NAFTA cloud has been lifted. These may not be great levels to buy CAD, but it could continue to...
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Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
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New Zealand GDP Post-Mortem – NZD Still Vulnerable
Q2 was a good quarter after a lacklustre three quarters. Government spending is starting to kick in and may help support the economy, but business...
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