Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push
DXY struggle to chisel out the final up leg to form an intermediate top in our 97+ zone. We have been staunch dollar bulls from early 2018 with a...
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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...
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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...
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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...
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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...
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