Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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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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Riedel Research PBS Nightly Business Review Interview - Market Impact of Easing Tensions in Korea.
News of easing tensions on the Korean peninsula could be a major positive for global markets.Past diplomatic solutions failed but this could be...
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Moon Jae-In Out on a Limb with His Olympics Initiative
North Korea has always had a less hostile attitude toward the "liberals" (Kim Dae-jung and his successors) in South Korea than the "conservatives"...
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Asia X Japan Portfolio Builder #4 Korea Asset Allocation Underweight - Beware the 'Samsung Effect'
The Korean Won is heavily managed in normal markets, therefore we see no reason to allocate based on expected movements in the Won. The major...
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