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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The USD Has Fallen in Anticipation of a Lower Fed Rates Path, but the Outlook Is Not All Bad
The USD has fallen further in recent weeks as the Fed indicated it is more concerned about low inflation outcomes. The shift in focus to QE...
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