Turkey Shoot
* Stronger USD on the back of higher interest rates, and higher USD-denominated oil prices are the perfect storm for the Turkish economy and...
200 Views
Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
436 Views
HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
455 Views
Catalonia Crisis – Heightened Post-Election Risks
* Rajoy’s Terrible Gamble: Spain’s Prime Minister (PM) Rajoy’s gamble for a unified vote when he called for new elections and seized control of...
299 Views
Catalonia Crisis – Break Away Republic
* Economic Impact: Catalonia has amongst the largest public debts of Spain's regions, and could witness a 25%-30% economic contraction and its...
360 Views