EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
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Asian FX at Risk if This Shoe Drops
We place a great deal of emphasis on lead lag cycles within equity sectors and FX domino signals and why we see a potential trigger point for Asian...
97 Views
USD Major Cycle Low in Sight
USD downside momentum and conviction has tapered off with the prospect of higher yields down the road but recent weakness has been more about USD...
132 Views
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...
154 Views
Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?
ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5%...
130 Views