Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
168 Views
North Korean Tensions Support EUR Vs. USD and Asia
The North Korean tensions include a bigger tail risk than usual. NK is firmly focused on developing its capacity to deliver a nuclear warhead to...
138 Views
Draghi's Talk Of "Reflationary Forces" Reinforces Trend Strength in Euro Amid Flatter US Yield Curve
The weak greenback will continue to prolong the Emerging Market rally, helped by obligatory buying of Chinese equities as investors respond to the...
130 Views
Central Bankers Switch Gear; EUR/NZD Reversal
The EUR is on the fly Tuesday after a month or more of consolidation. The catalyst is a speech from Draghi. Coming on the back of a number of...
122 Views
Dollar Saved by the Fed
The USD was in crucial danger of being slammed last week after weak CPI inflation data, but has been saved by the Fed sticking to its guns. The...
125 Views