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US Breakeven 10 Year (USGGBE10 INDEX)
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bearish
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Thematic (Sector/Industry)
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07 May 2018 18:33
Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
Virgil Fernandez Esguerra
190 Views
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bearish
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Thematic (Sector/Industry)
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23 Apr 2018 16:59
Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
Virgil Fernandez Esguerra
160 Views
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bullish
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Thematic (Sector/Industry)
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12 Mar 2018 17:25
Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
Virgil Fernandez Esguerra
230 Views
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bearish
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Thematic (Sector/Industry)
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05 Mar 2018 11:04
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...
Virgil Fernandez Esguerra
267 Views
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bullish
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US Breakeven 10 Year
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02 Mar 2018 06:14
Trump’s Ill-Advised Tariffs Should Lift Inflation
This week brought both positive and negative signals on U.S. economic policy. On the positive side, the shift to a less economist-centric Fed...
RDQ Economics
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213 Views
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