This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
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Sluggish U.S. Wage Growth--Blessing or Curse? What's Next?
U.S. wage growth has been more sluggish than what one ought to have expected given the tightness of the labor market. Wage pressures are, however,...
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Why We’re Now Betting On Upcoming Recession?
Crashing Global Liquidity through 2018 have been warning of upcoming economic slowdown by year-end October PMIs in US and globally show marked...
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This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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S&P 500: How Serious Is This Sell-Off?
Serious. It could easily mark the beginning of a bear market.So I have posted below Friday's commentary from Global Markets Review. The previous...
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