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...
132 Views
The Market Sentimentalist - Indian Collywobbles
On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target...
99 Views
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...
110 Views
Chart of the Day: REER Guard Action
Which emerging markets have the most and least overvalued exchange rates? Today's chart of the day provides a simple way of answering this...
176 Views