Tuesday Done, Wednesday Coming. Watch Passive Tracking Vs Non-Passive Tracking Indices
As discussed in Tuesday and Wednesday - Big Days for Japan and Your Scorecard for Tuesday & Wednesday in Japan, there is a significant...
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Next Fade Trade in Tech
In our macro weekend edition we outlined a tactical bounce level from S&P 2,600-2,590.S&P - 2,660 was sliced through but the primary...
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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...
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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...
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S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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