Wading Through Event Risks – Trade, Brexit, Fed Policy, US Mid-Terms
Hopes that the US and China will avert an all-out trade war and one low inflation print in the USA have sparked a ray of hope for emerging-market...
370 Views
The USA’s Late-Cycle Fiscal Adventure Kicks-In
US yields are kicking to new highs as the US late-cycle fiscal adventure, and America First (tariff and sanctions) policy tighten their grip on the...
247 Views
Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
276 Views
Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
394 Views
USD Facing a Negative Feedback Loop, JPY Placed to Benefit More than EUR
Asian markets have stabilized awaiting fresh US-China trade talks. Chinese policymakers may be more focused on stabilising the CNY and Chinese...
279 Views