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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U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
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Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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