EUR and GBP Fortunes May Diverge
Both the EUR and GBP have taken a beating in the last month. The EUR is near key support and may recover somewhat as risk aversion related to...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Italian Leaders Pose a New Threat to the EUR
The EUR has been undermined in recent days by political risk in Italy. The untested young leaders of anti-establishment populist parties in...
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EUR Hits a New Low for 2018, Emerging Markets Under-Perform
In recent weeks, EM has significantly underperformed the US and other major markets across currency, bond and equity markets. Several...
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Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
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