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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Breakouts and Bull Turns in Asia
Breakouts and bull turns in AsiaFresh bull signals are unfolding in Asian rotation plays with breakouts noted in the Japan banks index and...
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SEC Levels and KOSPI Risk Points
SEC levels and KOSPI risk pointsThere is a good chance that SEC over reacted to the MS downgrade. A failure to recovery would have grave...
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