A Bout of Optimism Amidst Intensifying Risks
The turn lower in the USD in recent sessions feels like a technical retreat from resistance. It comes despite intensifying risk from a trade war,...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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Add Deutsche Bank to the List of Risks for the EUR and Global Markets
Bank analysis is not my field of expertise, but as a macro analyst of FX markets, it is hard to ignore the rapid slide in Deutsche Bank’s (DB)...
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US Dollar: Monthly Currency Summary
The Dollar Index has just finished a 5-wave rally off the late-March low, and this correction could carry as far as 92.20-92.70. Another rally...
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Italy and Germany Are Taking the Eurozone Rapidly Toward Meltdown
Italy's political convulsions are still being discussed as mainly a fight between the "responsible" Italian establishment and the crazy extremists...
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