Dollar up Today, but Down Tomorrow? Fed and Govt Shut-Down Risk
It feels a bit like if I write something on the FX today, it will be redundant by tomorrow as conditions in the market are changing so quickly due...
627 Views
Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
473 Views
This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
539 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
629 Views
This Week in Macro: US Midterms, FOMC/RBNZ/RBA - Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
480 Views