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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BoE: Data Dependence for August Hike
The BoE’s forecast is broadly unchanged, which leaves another rate hike as likely to occur soon. I expect it in August, assuming the economy meets...
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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...
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Preview: BoE Postponing Hike Until August
Disappointing activity data have raised the hurdle to hiking rates on 10 May. I now expect the BoE to delay its next rate hike until August...
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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...
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