World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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Week Ahead in Global Macro: Trump-Kim Summit, Fed/ECB/BOJ, China Activity, Argie BCRA/CPI, World Cup
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay long Korea equities (vs EM) ahead of...
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Trade Idea: Northern Exposure - Strategic Long CAD-MXN
We recommend going strategic long Canadian Dollar vs the Mexican Peso on greater BOC confidence over rate hikes and continued "AMLO-mentum": Bank...
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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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Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
201 Views