This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
369 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
358 Views
Stagflation at the Gates? Worst Not Over for Turkish Assets
A wide array of leading indicators suggest that the Turkish economy has started to contract sharply in 3Q18 largely due to a steep downturn in...
442 Views
HSBC Holdings – Turkey, Argentina Bank Data Does Not Bode Well For HSBC
Since the end of 2Q18 the TRY (USDTRY CURNCY) has depreciated a further 26% and interest rates have moved higher by 580bps. HSBC Bank Turkey has...
311 Views
Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push
DXY struggle to chisel out the final up leg to form an intermediate top in our 97+ zone. We have been staunch dollar bulls from early 2018 with a...
293 Views