USD Major Cycle Low in Sight
USD downside momentum and conviction has tapered off with the prospect of higher yields down the road but recent weakness has been more about USD...
127 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...
232 Views
Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
268 Views
Bearish Steepening on the Malaysian 1-5 Swap Curve
Malaysian outright swaps are showing potential for further rise.Mathematical indicators (RSI, Moving Average) are all oriented to the upside.Over...
134 Views
Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
171 Views