While Russians Watch World Cup, Government Hikes Pension Age and VAT
Last Friday, the Russian currency and fixed income instruments sold off sharply. Earlier that day, the CBR kept its policy rate on hold, but...
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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...
247 Views
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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Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1.    Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
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Trade Idea: Northern Exposure - Strategic Long CAD-MXN
We recommend going strategic long Canadian Dollar vs the Mexican Peso on greater BOC confidence over rate hikes and continued "AMLO-mentum": Bank...
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