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...
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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...
132 Views
Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
161 Views
Time for a EUR Reality Check
The US economy has retained strong momentum, generally beating expectations, while the Eurozone economy has lost momentum and has consistently...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
161 Views