Angela Merkel: Besieged and Cornered
Besieged by opponents on both sides of the Atlantic, and now within her own CDU/CSU/SPD alliance, Angela Merkel looks unlikely to be able to obtain...
197 Views
Growth Shock Is the Next Phase for Global Equity Markets
The growth scare that I wrote about in May’s Governments and Markets is now starting to materialise, as growth in the major emerging and European...
291 Views
Week Ahead in Global Macro: Trump-Kim Summit, Fed/ECB/BOJ, China Activity, Argie BCRA/CPI, World Cup
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay long Korea equities (vs EM) ahead of...
311 Views
Spain's Socialists Will Test the EU's Fiscal Rules, Even as Populists Rule in Italy
With the third and fourth largest economies in the Eurozone acquiring new governments committed to fiscal stimulus, the EU's existential crisis...
195 Views
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 -...
256 Views