Inflation Rising Driven by Strong US Momentum - Will the Pace Slow in Coming Months?
Russia: Aug CPI 3.1% y/y (Up from 2.5% in July). It was the highest inflation rate since August of 2017, mainly due to higher food prices. Brazil:...
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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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USD Breakout; Foreign Markets Reeling
Turmoil in Turkey and a collapsing lira has led to a breakout in the USD and global equity market weakness. Emerging and developed markets outside...
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Turkey, Tesla and Trade Rattle Emerging Markets
Russia: CPI in July rose 2.5% y/y vs. 2.3% in June. It was the highest rate since last December mainly due to a rebound in food prices.. Mexico:...
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Philippines:Â Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.• The average Philippines allocation...
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