Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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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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Chart of the Day: Core Revival
India's inflation rebound continued largely as expected in December. Headline CPI picked up to 5.2% y/y vs. 4.9% y/y in November; its first five...
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Chart of the Day: Achhe Din!
It is usual to start to the New Year with a horrible hangover. The Indian economy, by contrast, however appears to be finally shaking off the...
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India: Fiscal Slippage
Two recent developments confirm that India's chances of meeting its 3.2% of GDP budget deficit target for FY2018 are fading. First, data from the...
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