Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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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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TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
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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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