Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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POSCO Secondary Placing: Steel Fundamentals Challenging
A Posco shareholder is selling down USD140mm worth of stock after market today in an accelerated book build. In this insight we evaluate the deal...
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JSW : The Last Man Standing ?
Almost all Q1 results are out now and i thought i'd do a piece where I talk about how much worse things have gotten yet the street continues to...
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China Steel the Start of the Supply Response !!!
I want to quickly grab your attention with one chart forking my previous insight. We are seeing the supply response from China. This SEAG chart...
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