Trump Is Not the Cause but an Effect of De-Globalisation; No Magical Rebound in Trade
Between 1946 and 2011, global trade volumes typically grew at least 1.5-times the pace of global GDP growth, except during years of global...
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Coronavirus - An Unexpected Positive Ray Of Light From The Epicentre - Inteqres
Europe is officially in crisis. Borders are closed, shops are empty and lockdowns are growing. Fear driven by social media and the press is...
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2018 Outlook: Part 2 – Global Investment Cycle Turning?
The view a year ago was that the USD rally would reverse as US reflation euphoria faded, 10-yr Treasuries were more likely to test 2% than 3 and...
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Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
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The Macro Take: The Quiet Eye of the Storm Before the Fed Hikes
The ECB underdelivery left opportunities for getting long USDCHF and AUDCHF The RBNZ and SNB are in focus this week, as we position for the Fed...
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