Italy Elections: Mamma Mia! High-Risk Scenarios Are Underpriced in BTPs, FTSE MIB
Italy heads to the polls on Sunday, 4 March and markets are complacent. Whilst a hung parliament looks likely, the market has pinned too much hope...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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Catalonia Crisis – Heightened Post-Election Risks
* Rajoy’s Terrible Gamble: Spain’s Prime Minister (PM) Rajoy’s gamble for a unified vote when he called for new elections and seized control of...
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Merkel's Triumph Masks the Longer-Term Challenges from the Empowered Fringes
Angela Merkel swept to another strong plurality in the Bundestag, albeit with a smaller share of votes (32.9%) and seats (217 out of 631 according...
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BBSP Alert STRONG VIEW (SV) Indices Weekly – Eurostoxx 50 (M17)
BBSP Alert STRONG VIEW (SV) Indices weekly – Eurostoxx 50 (M17) – bullish pullback to 17-year congestion breakout support. Long at market 3574...
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