Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. Trade ideas: We position for a policy-driven...
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BoE Preview: Trade-Off in Tighter Conditions
The BoE’s annual supply-side stock take is likely to reveal spare capacity has now been utilised, placing a little upside pressure on inflation...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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BoE: On Track with Feb Important to May Hike
The MPC voted unanimously to keep Bank rate at 0.5%, the stock of gilt purchases at £375bn, and corporate bond purchases at £10bn, as widely...
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UK Inflation: Passing the Peak
UK CPI inflation surprised with an increase to 3.1% y-o-y in November, which looks likely to be its peak, while RPI inflation has probably already...
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