A powder keg
While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets. That is until two weeks ago...
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Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
267 Views
Great Game – Trump: Election or Coronation?
Welcome to this week’s Great Game after an incredible weekend. We also cover the Trump assasination attempt in other spaces, so in this we’ll...
202 Views
Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
The Odd Lots podcast examines US trade tensions with China by comparing them to past trade tensions with Japan in the 1980s, discussing the...
179 Views
Steno Signals #107 – The 3 indicators you NEED to watch on recession risks
Happy Sunday and welcome to our flagship editorial!The ISM Services report admittedly made for recessionary reading, and it is not because we have...
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