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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EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
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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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Emerging Markets: REER View Mirror
The BIS's estimates of real effective exchange rates (REERs) have long been the gold standard for longer-run FX valuation. Our analysis of the...
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The Le Pin Pattern
Chartonics FX weekly Thursday 4 May 2017The Le Pin patternTo view click on this link: https://www.screencast.com/t/XSR1ZQ2GA 13:33 min. DXY –...
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