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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EM - Back to the Future with the Fragile 10
In line with previous reports such as This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown and Asia Calling: Dollar Rally Set to...
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The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
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Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
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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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