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 -...
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The Market Sentimentalist - Indian Collywobbles
On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target...
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Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
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India: Limited Upside To Rally In Rupee Moving Forward
The RBI is expected to extend and expand the G-SAP in the upcoming MPC meet, but its ability to keep yields under control will be seriously tested...
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