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...
418 Views
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...
430 Views
Shorting the EEM Peak
Increasing evidence of an EM top is mounting as we tie in seasonality, our cycle timeline work, overhead physical barriers, the dollar and our...
299 Views
Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
799 Views