TMI Snapshot: Our Brazil Sentiment Signal Diverges from Rest of EM - Opportunity or Warning?
Our Brazil macro sentiment indicator has diverged from broader EM to the downside on a series of negative surprises and fiscal policy concerns, but...
470 Views
USD Acceleration Points that Will Bleed into Equity Risk
Our bet was that a USD low near DXY 89 would front run a risk off cycle for equities. Focus is on upside acceleration levels that would bleed into...
492 Views
Trading a USD Short Squeeze, Then Re Short
Dollar Index (DXY CURNCY) is ripe for a squeeze higher given elevated short positioning and signs of downside exhaustion in the form of a...
400 Views
Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
498 Views
Bullish USD in EM/Asia Telegraphs Asia Equity Slide
MXN (USDMXN CURNCY) has formed a fresh bullish triangle that is touted to break higher lending support to the USD in EM and Asia. We pounded the...
430 Views