Regime Change for the USD; AUD Breaks Down
It is easy to be cynical about newfound USD bullish sentiment, where suddenly yields and rates matter for currencies. However, rates and yields...
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Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
232 Views
Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
269 Views
EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
229 Views
AUD/NZD Struggles; Has NZD Become Less Risk-Sensitive?
AUD/NZD has fallen back to 1.05 for the first time since July last year; do fundamentals justify this? Will it last? Below is our tour de force...
191 Views