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...
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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...
507 Views
Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
477 Views
RRG Global Macro - Inflation Continues to Rise - Trade War Won't Help - Opportunities in EM
Turkey: Erdogan appointed son-in-law to head economy. Hints that interest rates need to come down hurt lira. Brazil: IMF experts visited last week...
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Other Emerging Market Dominoes Set to Fall
*Â USD has increased 4.4% quarter-to-date and highlights rising pressure on emerging markets, and the threat of an incredibly painful short...
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