Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. Trade ideas: We position for a policy-driven...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
258 Views
Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
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Fed Meet a Fresh USD Short Opportunity Against Asian FX
DXY - USD index is expected to find support at 92.50-70 for a mild bounce sequence as we move closer to the Fed meeting on the 12-13th. DXY bounce...
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