Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
320 Views
Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
316 Views
Confidence in Fed Hikes Waning
S interest rates have fallen significantly this year (-36bp) reducing the USD yield advantage. This has been matched by the GBP and CAD, but AUD...
375 Views
Deconstructing Daesh
 The events that have occurred in Paris, Baghdad and Beirut over the last few days confirm the rising geopolitical risk we are facing across the...
469 Views
Amec Foster Wheeler / Wood Group: Can the Takeover Fail Due to Antitrust?
Shareholder meetings for Amec and Wood Group will be held on 15-Jun-17, and these are both expected to secure the 75% and 50% requisite approvals,...
731 Views