Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this weekâs 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 Worldâs 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 weekâs global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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The Two Charts That Every Asian Investor Should Know About
Things are changing fast. Singaporeâs Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest...
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