TMI Snapshots: Brazil Macro Sentiment Peaking, PBOC Easing Not a Buy Signal Yet, Crypto Sentiment
After a remarkable 3-month recovery, our Brazil Macro Sentiment has pulled back as political risk is resurfacing with Bolsonaro's vaccine scandal...
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TMI Snapshot: Our Brazil Sentiment Signal Diverges from Rest of EM - Opportunity or Warning?
Our Brazil macro sentiment indicator has diverged from broader EM to the downside on a series of negative surprises and fiscal policy concerns, but...
470 Views
RRG Weekly - Fed Highlights Headwinds - Greece Greases Growth - Thai Election Sun Too Close to Call
US: Fed Sees Tailwinds from Global Growth Shifting to Headwinds from China and Europe. Greece: Growth supported by ‘Golden Visa’ (5-year visa for...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
680 Views
Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
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