Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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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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