This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
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The Changing Direction of Global Capital Or Why This US Bear Market Will Be Very Different
Impact of Central Bank tightening already squeezing Global Liquidity and hitting asset prices Cross-border Capital Flows are less...
467 Views
Bullish Steepening of the US Yield Curve Combined with a Higher US Dollar. Risk Off?
TIME HORIZON: 6 MONTHS US YIELDS REACHED THEIR MAXIMUM RESISTANCE AREAS WHERE A CORRECTION SHOULD TAKE PLACE (85 to 115BPS potential depending on...
426 Views
USD Shorts on DXY 97 Peak
USD rise showed clear signs of struggling amid mounting divergence and slowing upside momentum in our insight Dollar's Fuel and Struggle in Asia -...
452 Views
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