Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Malaysia Macro: The Price of Change (And Hope)
As Malaysia enters a new era, we take stock of macro fundamentals - as well as challenges and opportunities - that face the incoming Pakatan...
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What to Buy in Malaysia as the Market Reopens
We would recommend being Overweight Malaysia, using any sell-off at the re-start of trading today as a buying opportunity. The export sectors are...
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Malaysia Boleh: Democracy Wins Big as Malaysia Chooses a Multi-Racial Compact
Malaysia has elected to overturn the 70-year hold of a race-based polity (first put in place by the British in 1948, when they made a pact with...
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