Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
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Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
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AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
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AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
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Risk On/Off Inflection Pivots
Chartonics webcast Thursday 25 February 2016Risk on/off triggersTo view click on this link: http://www.screencast.com/t/tcb804OIQI 4:17 min.We see...
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