Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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Saudi Equities: Princely Prospects
The Saudi stock market is on the cusp of attracting investor attention as improving domestic fundamentals align with market liberalization and...
485 Views
Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
211 Views
Riedel Research Global Macro - Inflation Expectations Are Too Low - Expect Renewed Focus on EM
Inflation Expectations are Too Low - As they rise in coming weeks we would expect more volatility and renewed focus on Emerging Markets United...
118 Views
Riedel Research Global Macro - What Is the Longer-Term Geopolitical Impact of Low Oil Prices?
Supply Expansion from US Shale, Mexico Drilling and non-OPEC Supply Could Bring Low Oil Prices in Coming Years - What are the political...
92 Views