Week Ahead in Global Macro: FOMC, US-China Tariffs, RBNZ, BI Vs BSP, Italy Budget, EZ CPI/Confidence
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this insight): What...
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Indonesia Politics Weekly: Prabowo on Ahok Plot; Rice Policy Row; Rp L/Cs for Exports; KPK Eyes NNT
Prabowo hurt his cause by admitting a plot against Ahok and signing a 'political contract' with hard-line Islamic groups. Widodo's running mate is...
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Rupiah Pressure: Politics Drive Policy Response
Amid relentless currency weakness, the president and economic officials have reiterated plans to curb non‑strategic imports and help exporters...
449 Views
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
441 Views
Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
210 Views