GBP May Be in a Sweet Spot
GBP has made gains since Friday and may be placed to extend these in coming weeks after recent stronger than expected UK economic reports, upbeat...
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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...
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Negative Feedback from US Protectionist Policies May Boost Gold
The rapid demise in Chinese assets on Monday on rehashed news that the US is set to announce investment restrictions, despite RRR cuts, reveals a...
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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...
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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...
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