Week Ahead in Global Macro: FOMC, BOE, EU Summit, NPC Wrap, RBNZ, BSP, CBR/BCB Cuts, Moody's on SA
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Tactical short Netflix and Tesla vs SPX....
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USD Major Cycle Low in Sight
USD downside momentum and conviction has tapered off with the prospect of higher yields down the road but recent weakness has been more about USD...
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Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?
ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5%...
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EU: One Step Forward in Germany, but Two Big Steps Back in Italy
Another Black Swan event (or at least one that would have seemed that way a year ago) has struck the EU, with a slew of anti-establishment parties...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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