Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
128 Views
Trump's Upside-Down Trade Policy Wrecks Alliances & Makes US "Adversaries" Smile, but He Has a Point
Trump's idea that "trade wars are easy to win" is true only in one narrow sense: the US, having the economy with the largest trade deficit, has...
116 Views
Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
172 Views
Fed's Hawkish Hike: Curve-Flattening Recession Risks Remain Despite the Slight Cut in the IOER
As the Fed's balance sheet shrinks, base money is declining and broad money supply (M2) has been rising at an anaemic 3.5-4.5% YoY pace for the...
80 Views
Dollar Shortage? Only for the Foolish
The chattering classes have two new themes, higher interest rates and quantitative tapering. The former, it is argued, is what is causing market...
120 Views