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...
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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...
285 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...
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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...
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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...
395 Views