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...
294 Views
MYR on Track to Reach 4.25
MYR (USDMYR CURNCY) continues to exhibit a strong uptrend that supports our macro view toward 4.25 in line with our original insight MYR 4.08 Pivot...
228 Views
Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
276 Views
The Giant Sucking Sound – Emerging Market Capital Flows
EM Capital outflows accelerate - China loses US$134.8 bn YTD; Brazil US$24.4 bn YTD only India US$49.4 bn YTD sees large inflows Every EM Crisis...
390 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
281 Views