Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
195 Views
Kim Jong-Un Wants to Be the DPRK's Deng Xiaoping
While fellow Insight Provider Douglas Kim believes Kim Jong-un is motivated by a desire to emulate Xi Jinping (recently anointed as "president for...
120 Views
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...
169 Views
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...
104 Views
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...
242 Views