Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
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China All Alone! The PBoC Presses The Button
China’s PBoC injecting liquidity at a 14.3% annualised clip, or fastest since early-2016 Yet other major Central Banks, eg. Fed, BoJ, are...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Chinese Swaps: Bullish Reaction Expected
The market is in a consolidation since May 2017, with an acceleration since June 2018. 3.00% is a key graphical level. The mathematical indicators...
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Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
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