Two Currency Themes to Unwind
If the recent surge in global yields is durable, and we think it is, there are two themes in currency markets that need to be further unwound. One...
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USD and Yield Buckle Points for EM's
Our call for a USD and rising yields in the US and Europe is unfolding in line and now seeing this bias bleed into EM debt. We also warned weeks...
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Where Does Trump's Rubber Hit the Road?
The markets are moving well before the rubber hits the road on the Trump presidency. Trump will have perhaps the most power of any President in...
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DXY 100 and Euro 1.08 Game-Changing Levels
Chartonics FX webcast Sunday 13 November 2016USD momentum and DXY 100To view click on this link: http://www.screencast.com/t/aJtG6x0Ix 14:32...
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America First
The USD and US yields have surged as Trump raises to the top of his agenda infrastructure spending with an “America First” policy. Trump made no...
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