Hardened Populist Politics in Italy and the USA
Italian leaders have set on a course to clash with the EU that will be hard to turn back from. A more prolonged crisis appears likely. Trump is...
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The Market Sentimentalist - Money From Nothing
The country famous for its chocolates, exquisite time pieces, neutrality in military conflicts and a discrete banking system is not exactly what...
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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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