Discerning Treasury's Bloated 2Q Funding Program
Behind Treasury's expanded 2Q18 borrowing plan (Php325bn) biased to t-bills is the intention to keep borrowing costs down to prevent material...
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Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
190 Views
Stuck in Bear Market Territory?
Executive Summary: When the Monetary Board of the Bangko Sentral ng Pilipinas meets on March 22nd, it would clear policy uncertainty and ease the...
132 Views
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...
275 Views
OFW Exiting Kuwait? Impact on the Philippine's Economy
President Rodrigo reportedly was very upset with the Kuwait government after the incident that left the 29-year-old Joanna Demafelis, an OFW, dead...
224 Views