Week Ahead in Global Macro: Trump-Kim Summit, Fed/ECB/BOJ, China Activity, Argie BCRA/CPI, World Cup
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay long Korea equities (vs EM) ahead of...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Bolton in the Way: Trump's Path to Singapore Is Strewn with Toxic Advisers
The Trump-Kim summit remains likely to survive the depredations of John Bolton and other uber-hawks, with their expansive descriptions of the...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
170 Views