Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
489 Views
Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
420 Views
The Giant Sucking Sound – Emerging Market Capital Flows
EM Capital outflows accelerate - China loses US$134.8 bn YTD; Brazil US$24.4 bn YTD only India US$49.4 bn YTD sees large inflows Every EM Crisis...
496 Views
Emerging Market Chaos Returns
Emerging market chaos has resumed and is spreading to some USD strength against majors. CHF has been the big winner offering the most reliable...
471 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
409 Views