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...
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Moon Jae-In's Gamble Pays off Handsomely: A Major Breakthrough in RoK-DPRK-US Ties Is Nigh
The RoK-DPRK and DPRK-US summits over the next two months represent a spectacular opportunity for Korean reunification -- and the restoration of...
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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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Real Lending Rates and the Investment Cycle
The source of the global recovery in 2017 was an upturn in the profit cycle. With monetary and exchange rate policies in the major economies now...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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