Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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August Cracks and EEM 45/DXY Turn Bullets
The following is our front cover from our weekly macro product that lays out positioning in line with our summer transition from net long to net...
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Raising Short Bets Ahead of Summer Rout
This is an action point update we issued to this morning to core clients but felt the inflection we are facing is so compelling that we would...
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