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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S&P 2,800 Fade Targets
The rally and fade sequence all unfolding quicker that we expected (early March peak rather than late February). Our S&P Support Signals and...
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Coming To The Boil - US Overheating Watch #1
By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new...
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Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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Chart of the Day: What Trump Should Be Tweeting About!
Evidence is building by the day that the US's economy late-cycle boom is now reaching boiling point in a text-book case of overheating (see Chart...
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