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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Chart of the Day: Living In Lula Land
Hot money is gushing into Brazilian equities at a torrid pace: well over a $1 billion already this year. The stock market is predictably soaring...
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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BRICS Summit in China Promotes an Irrelevant and Ineffective Global Grouping - Riedel on CNBC
The concept of Brazil, Russia, India, China and South Africa have enough in common to justify a grouping of such disparate countries, economies and...
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