Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
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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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EU: One Step Forward in Germany, but Two Big Steps Back in Italy
Another Black Swan event (or at least one that would have seemed that way a year ago) has struck the EU, with a slew of anti-establishment parties...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
278 Views
Italy Elections: Mamma Mia! High-Risk Scenarios Are Underpriced in BTPs, FTSE MIB
Italy heads to the polls on Sunday, 4 March and markets are complacent. Whilst a hung parliament looks likely, the market has pinned too much hope...
239 Views