Degrees of TRY Contagion
Our EM FX domino call is unfolding and seeing USD bull energy rolling into Asian FX in a sequence that flashed red flags in early 2018 and more...
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CNY Game Changing Pivot
Given the USD/CNH rise is moving into extended territory, some key pivot support levels are worth monitoring that would induce an exodus from this...
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USD/TRY to Trigger Next Wave of USD Strength into a USD Peak and EM Cycle Low
USD strength is pushing into the late stages of the immediate up leg where we see a cycle inflection or capitulation in EM and Asian FX in late...
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Cold Turkey
* President Erdogan is Likely to Win, and Capital Controls Likely Will Follow; and * All Signs Point to TRL Weakness on Par With...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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