Degrees of TRY Contagion
Our EM FX domino call is unfolding and seeing USD bull energy rolling into Asian FX in a sequence that flashed red flags in early 2018 and more...
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EM - Back to the Future with the Fragile 10
In line with previous reports such as This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown and Asia Calling: Dollar Rally Set to...
271 Views
Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
209 Views
USDZAR : Final Drop
The US Dollar outlook calls for a USD last push down, with U.S. Dollar Index (USDX) (DXY CURNCY) expected to reach 87.10/86.40...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
179 Views