Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
211 Views
How Well Is Hedging EM Currencies with the Euro Working?
I go over the performance of one of the trading strategies that I have suggested in line with my view of the dollar remaining strong in the near...
282 Views
Alert: Do Bears Hunt in Packs? (Part 3) The Coming Turmoil in Currency and Commodity Markets
Part 3 of an explanation of the effects of much tighter Global Liquidity. The US dollar is headed higher and sky-high World commodity prices are...
802 Views
CX Daily: Will Wind Go Out of SPACs’ Sails in Singapore and Hong Kong?
In Depth: Will wind go out of SPACs’ sails in Singapore and Hong Kong? China’s cabinet vows stronger policy to boost jobs amid Covid upsurge
399 Views
Revisiting the US Dollar View and Its Implications for EM Currencies
As the US dollar approaches its highest level in a decade, I reiterate my view of the dollar remaining strong in the near term. As the year...
334 Views