EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
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Chart of the Day: REER Guard Action
Which emerging markets have the most and least overvalued exchange rates? Today's chart of the day provides a simple way of answering this...
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Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Chart of the Day: Core Revival
India's inflation rebound continued largely as expected in December. Headline CPI picked up to 5.2% y/y vs. 4.9% y/y in November; its first five...
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