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...
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
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
322 Views