The Market Sentimentalist - Media Trials (Part One)
As writers of detective stories often remind us in their novels, the key to solving a crime depends upon establishing the three following aspects -...
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Rising Tensions Between Russia and the West: Are Markets Too Complacent?
Today Germany, France, and the US called on Russia to provide an explanation for the recent incident involving the use of chemical weapons in the...
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Russia Strategy: Cyclical Mettle Vs. Meddling Structural and Geopolitical Challenges
We review Russia in the wake of recent UK retaliation measures and ahead of presidential elections this weekend. Domestic and geopolitics will be...
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Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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Zar Assets: New Sell-Off
SYNTHESIS1. ZAR depreciation with a higher volatility: EURZAR expected to rise since the start of the combined bullish trend EUR / bearish...
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