Fundamentals Battle Positioning, Real Yields Support the USD
In the FX market, fundamentals are battling excessive positioning in several currencies, including the AUD and NZD where positioning data suggest...
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Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: The US Treasury curve can steepen a bit...
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China Launches An Asian Liquidity Cycle?
China slashes reserve requirements, propelling RMB750 billion of new lending into markets Already PBoC balance sheet has been expanding and...
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Is Gold Bullion About To Break-Out?
Gold prices are near 8-year lows, despite growing turmoil and uncertainty across World asset markets Many investors claim gold is 'undervalued'...
360 Views
Clouds Clear for CAD, but Shroud EUR and AUD
CAD has shot up in recent sessions as the NAFTA cloud has been lifted. These may not be great levels to buy CAD, but it could continue to...
303 Views