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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USD/TRY to Trigger Next Wave of USD Strength into a USD Peak and EM Cycle Low
USD strength is pushing into the late stages of the immediate up leg where we see a cycle inflection or capitulation in EM and Asian FX in late...
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EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China. Analysis of 180 Global EM Equity Funds...
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NDX Trendline Crack and XLF Triangulation
We presented our tech heavy case over the weekend in our weekly edition with updated charts this morning. NDX – Worth paying attention to the fact...
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Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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