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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Inflation Ticking Up Globally - Some Major EMs Are Oversold
India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong...
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Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
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Political Issues Rattle EM Currencies and Markets
Investors Rattled by Political Concerns in Major EMs - Some Oversold Emerging Market Currencies and Markets - Broad weakness driven by...
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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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