10yr Pain Trade - Yields to Plunge to 2.40%
Yield peak touted near 3.26% and move back below 3% shows increasing risk of a downside surprise that will catch the market off guard.Short...
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FX During a Trade Truce
Over past couple day the USD dollar index has dropped a little bit, but the CNY has strengthened enormously. We are taking a look at FX results...
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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...
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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...
428 Views