This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
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MYR on Track to Reach 4.25
MYR (USDMYR CURNCY) continues to exhibit a strong uptrend that supports our macro view toward 4.25 in line with our original insight MYR 4.08 Pivot...
228 Views
Malaysia: Can Mahathir Let Go - The Corporate Sector and the Game of Patronage
The major political event in the emerging market universe over the past month has undoubtedly been the victory of the four-party Pakatan Harapan...
125 Views
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...
204 Views
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,...
201 Views