Chart of the Day: Living In Lula Land
Hot money is gushing into Brazilian equities at a torrid pace: well over a $1 billion already this year. The stock market is predictably soaring...
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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BRICS Summit in China Promotes an Irrelevant and Ineffective Global Grouping - Riedel on CNBC
The concept of Brazil, Russia, India, China and South Africa have enough in common to justify a grouping of such disparate countries, economies and...
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Shorting the EEM Peak
Increasing evidence of an EM top is mounting as we tie in seasonality, our cycle timeline work, overhead physical barriers, the dollar and our...
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Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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