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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S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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Coming To The Boil - US Overheating Watch #2
As global financial markets hunker down and await tonight's February labour market report which has the potential to be a blockbuster of epic...
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Saudi Equities: Princely Prospects
The Saudi stock market is on the cusp of attracting investor attention as improving domestic fundamentals align with market liberalization and...
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U. S. Aerospace & Defense Lifting Off
Large-cap aerospace and defense stocks remain leadership, emerging from recent market volatility to achieve new relative strength highs....
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