Dollar up Today, but Down Tomorrow? Fed and Govt Shut-Down Risk
It feels a bit like if I write something on the FX today, it will be redundant by tomorrow as conditions in the market are changing so quickly due...
464 Views
A Grimmer View on Global Risks Boosting the Dollar
The market appears to be taking a grimmer view of big global risk factors (Brexit, Italy, Chinese economy, and US trade policy). The relative...
318 Views
This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
385 Views
This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
364 Views
ECB and Fed QE Reversal in Play, Credit Risk Dampening CNY and EUR
The CNY has developed a steady downtrend. While this is often discussed in the context of political relations between the US and China, it may...
332 Views