Global FX: A Strong Dollar Is Not a US Problem
The strong dollar is not a major concern for the US or the Federal Reserve, but could pose challenges for the rest of the world, making coordinated...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
1k Views
EM Gold Rush: The pressure valve amid Asian FX debasement risks?
Welcome to this week’s edition of our EM-focused weekly editorial. This week, we’ve decided to look into the reemerging weakness in Asian FX, and...
224 Views
5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
220 Views
EM Watch: China is preparing something BIG!
The below chart of ours have made the rounds in recent days and weeks as China seems to be preparing for something big given the heavy restocking...
715 Views