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Multi-asset Macro/Emerging Markets Strategist

Virgil Fernandez Esguerra

Thematic (Sector/Industry)

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Executive summary: Our guide to this week’s global macro risk events and trading opportunities. 
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This week in trade ideas, we are tactically long S&amp;P volatility and short EUR-JPY. On a strategic basis, we are long German DAX and Malaysian equities, while short Brazilian stocks and US Treasuries.</li>
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Monday: Markets will begin the week digesting weekend events in Washington (government shutdown talks), Germany (SPD convention) and possibly Oman (OPEC-Russia meeting).</li>
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Tuesday brings the BOJ meeting and…</li>
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Executive summary: Our guide to this week’s global macro risk events and trading opportunities. 


This week in trade ideas, we are tactically long S&amp;P volatility and short EUR-JPY. On a strategic basis, we are long German DAX and Malaysian equities, while short Brazilian stocks and US Treasuries.

Monday: Markets will begin the week digesting weekend events in Washington (government shutdown talks), Germany (SPD convention) and possibly Oman (OPEC-Russia meeting).

Tuesday brings the BOJ meeting and…



Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court