The Market Sentimentalist - Indian Collywobbles
On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target...
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
181 Views
India Monthly Report Feb’18 - Mar’18
Almost all the major world indices saw negative returns in Feb'18. Nifty 50 and Sensex registered a loss of -6.67% and -6.71% in USD terms...
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...
242 Views
Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
211 Views