Shifting Trump Trade Rhetoric May Support EUR and CAD Against Asian Currencies
Recent news reports suggest that the Trump administration may be looking to cool its trade rhetoric towards Europe and NAFTA, while trade tensions...
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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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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
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Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
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