Risk Aversion, Not Panic, in Face of Uncertainty
Major currencies, equity markets and the price of crude oil since 8th June – the cycle low in the US Dollar – have exhibited reasonably limited...
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Conservative FX Markets Testing (Some) Extremes
The majority of major developed and Emerging Market currencies have contnued to trade in narrow ranges versus the US Dollar in the past three...
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World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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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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