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...
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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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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Inflation Ticking Up Globally - Some Major EMs Are Oversold
India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong...
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