RBI Raises Rates, but Will Likely Look Foolish when Inflation Moderates
The main impact of today's policy rate hike will be to bolster the rupee, and dampen the impact of fuel prices on headline inflation in June-July...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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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...
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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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Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
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