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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Trade Idea: Northern Exposure - Strategic Long CAD-MXN
We recommend going strategic long Canadian Dollar vs the Mexican Peso on greater BOC confidence over rate hikes and continued "AMLO-mentum": Bank...
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Euro Inflation, US Economy and Canada Rates Still on Track
Individual country preliminary inflation data for May suggest that Eurozone headline and core measures will rebound more than expected. Without...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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