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...
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Topix: Why 1,680 Is Critical to the 20-Month Uptrend
For Elliott wave reasons, the area around Topix 1,680 has become critical. Whilst that broadly holds, the odds favour a final fun to new highs...
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BBSP H1 2018 Macro Strategy
Main themes :INDICES – Q1 (Feb/March correction-8-15% depending on which market) before further RISK ON until year end.Best conduits to play risk...
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Japan: Kuroda Stays, Focus on Fiscal Reform
For my first column in 2018, my thoughts on the news that Haruhiko Kuroda will be re-appointed as governor of the Bank of Japan (BoJ). In my view,...
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Is This Asia’s Biggest Policy Shift in Three-Decades?
‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest...
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