This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
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Asia's Response To Mr Trump - Accelerated Regional Integration (Part 2)
Regional integration is Asia’s future as the North comes to grips with demographic challenges. Rising US protectionism and China’s Belt and Road...
391 Views
Week Ahead in Global Macro: FOMC, US-China Tariffs, RBNZ, BI Vs BSP, Italy Budget, EZ CPI/Confidence
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this insight): What...
304 Views
New Zealand GDP Post-Mortem – NZD Still Vulnerable
Q2 was a good quarter after a lacklustre three quarters. Government spending is starting to kick in and may help support the economy, but business...
338 Views
Asia's Response To Mr Trump - Accelerated Regional Integration? (Part I)
Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already...
396 Views