Trade War Horse Bolts, AUD Trades like an Emerging Market Asset
Trade war escalates and the horse bolts in Asian EM assets. Uncertainty is likely to remain elevated for some time, keeping Asian EM markets in a...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Red Alert for Markets?The Key Central Bank Tightens
Watch out, the World’s biggest Central Bank is tightening. We do not mean the US Fed, which raised rates last week, or the ECB, which last week...
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World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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