Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Argentina Macro: From Tantrum To Tango - IMF, Unions, MSCI Add Near-Term Drama
Argentina's financial markets are likely to see a heightened period of volatility in coming weeks. Whilst an IMF balance of payments (BOP) deal...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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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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Asian FX at Risk if This Shoe Drops
We place a great deal of emphasis on lead lag cycles within equity sectors and FX domino signals and why we see a potential trigger point for Asian...
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