Bear Claws Dig into the US Dollar
The persistent bear-trend in the USD this year showed its claws last week with fresh lows in the Bloomberg dollar index since January-2015. It’s...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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USD Cover Pressure with Weaker EM FX Linked to Equity Peaks
DXY - Long DXY (as a Euro hedge) from 93.00 (via UUP) with a stop below 92. Corrective rise targets 95.30/50 with scope to 96.50 stemming from Euro...
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USDSGD : Last Push Down Before Strong Bounce
SGD (USDSGD CURNCY) past months rally, that can be compared to MXN rally, is currently fading.Indicators are still calling for a push down below...
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August Cracks and EEM 45/DXY Turn Bullets
The following is our front cover from our weekly macro product that lays out positioning in line with our summer transition from net long to net...
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