Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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USD Shrugging-Off Political Risk, AUD Headwinds and EUR Cracks
The USD has managed to shake-off increased political risk, although this remains a threat. The prospect of a more upbeat FOMC may be supporting...
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Cracks Widening in EUR’s Foundations
The EUR has struggled since the ECB meeting last week, despite a surprise removal of an easing bias. It has failed to benefit much from a fall in...
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Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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Trump Vs. Free Trade Orthodoxy
Trump trade policy confuses an already muddled FX market. The loud howls from near and far decrying the Trump tariffs may be contributing to an...
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