No Upside For Korean Companies - Underweight
Korean overseas shipments are falling and so are export prices. Manufacturing inventory to shipment ratios are soaring and the sector itself has...
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Choreographing Peace: Moon Takes Another Big Step Forward with Kim Jong-Un
South Korea's President Moon Jae-in has effectively choreographed an end to the Korean War 65 years after it concluded in an armistice. Although...
408 Views
Korea - BoK To Stay On Hold For Rest Of 2018
In August the Bank of Korea left interest rates unchanged for the tenth month at 1.5%. No one was surprised. The central bank’s job is done. We...
360 Views
Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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