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...
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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...
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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...
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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...
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China All Alone! The PBoC Presses The Button
China’s PBoC injecting liquidity at a 14.3% annualised clip, or fastest since early-2016 Yet other major Central Banks, eg. Fed, BoJ, are...
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