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...
92 Views
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...
82 Views
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...
201 Views
The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
162 Views
Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
138 Views