Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Chinese Swaps: Bullish Reaction Expected
The market is in a consolidation since May 2017, with an acceleration since June 2018. 3.00% is a key graphical level. The mathematical indicators...
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Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
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CNY Game Changing Pivot
Given the USD/CNH rise is moving into extended territory, some key pivot support levels are worth monitoring that would induce an exodus from this...
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A Case For US/China Trade War Compromise
* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; *Â F/X Reserve Data Likely to Come in Weaker Than...
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