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bullish
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Thematic (Sector/Industry)
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25 Jun 2018 17:34
Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
Virgil Fernandez Esguerra
128 Views
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bearish
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Macroeconomics
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25 May 2018 09:13
EM - Back to the Future with the Fragile 10
In line with previous reports such as This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown and Asia Calling: Dollar Rally Set to...
Callum Henderson
257 Views
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bearish
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Cross Asset Strategy
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05 May 2018 08:27
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...
John-Paul Smith
153 Views
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bullish
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USD
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17 Apr 2018 12:32
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...
Thomas Schroeder
110 Views
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bullish
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Dollar Index
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24 Jan 2018 14:16
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....
Thomas Schroeder
178 Views
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