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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Recession Watch: Asian Trade Set To Collapse? Markets Need China Easing Or Still Weaker Currencies
Backdrop of plunging Global Liquidity is killing this bull market and causing risk appetite to crater Chinese and regional Asian economies far...
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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...
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Fed On Track For December Hike; Few Policy Statement Changes Today
As was widely expected, the Federal Open Market Committee (FOMC) left the fed funds rate target range unchanged at 2%–2¼% today. The FOMC’s policy...
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Weekly Global Liquidity Data Show Big Drop In US Fed Injections
Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity Global Liquidity injections by major Central Banks...
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