bullish
This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
345 Views29 Oct 2018 16:24
Our guide to this week’s global macro risk events and trading opportunities.
This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 18-minute read)
Discussions
(Paid Plans Only)
Virgil Fernandez Esguerra
Multi-asset Macro/Emerging Markets Strategist
- Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio10 Nov 2018
- This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint05 Nov 2018
- US-China Trade Tensions at a Stalemate - Don't Expect Beijing to Blink - What to Buy?30 Oct 2018
- This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades29 Oct 2018
- U.S. Real GDP Rose Strongly in the Third Quarter26 Oct 2018
- Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY08 Oct 2018
- Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH01 Oct 2018
x