Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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Brexit: Northern Ireland Noise Can Resolve
Theresa May’s latest speech does not affect my views, nor does it make any progress in resolving recent disagreements over the Irish border....
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May (& A United Kingdom) On Thin Ice as Corbyn and Barnier Set Out Their Customs Union Stall
With Michel Barnier and Jeremy Corbyn largely aligned on the idea of keeping the UK in the customs union, Prime Minister May's only options are to...
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UK Labour Market: Healthier than UR Rise Suggests
The UK unemployment rate disappointed expectations by increasing to 4.4% in December. With vacancies still rising, this looks like either a...
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