Week Ahead in Global Macro: US Stopgap #5, UST Auctions, RBA, RBNZ, BOE, China Trade, Phils. BSP
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. Trade ideas: We position for a policy-driven...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Chart of the Day: The World's Most Vulnerable Consumer
Household debt service ratios (DSRs) are a key metric of macro-economic risk and vulnerability. There is a mounting consenus amongst...
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Chart of the Day: RBA Has a Problem
The day after the Reserve Bank of Australia (RBA)Â chose to dial back its concern over the CPI inflation's increasingly serial target undershoot,...
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Chart of the Day: 18 Years Is A Long Time Between Kisses...
18 years is a long time between kisses, but it was way back in 2000 when Australian and US 10-year government bond yields last flirted with each...
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