EMs: Where Are the Contagion Risks from Argentina?
Argentina has turned to the IMF for a standby loan, which should at least temporarily calm nervous holders of the Argentine Peso. With a current...
289 Views
EUR Hits a New Low for 2018, Emerging Markets Under-Perform
In recent weeks, EM has significantly underperformed the US and other major markets across currency, bond and equity markets. Several...
143 Views
Week Ahead in Global Macro: US CPI, Iran Accord, BOE, RBNZ, Italy Govt, Malaysia GE, China Trade
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We stick to conditional trades if catalysts...
273 Views
With the Inflation Target Breached, Can the Fed Postpone Signalling Faster Rate Hikes?
FOMC is likely to be concerned by the clear upward spurt in core inflation. The FOMC (Federal Open Market Committee) is meeting hot on the heels of...
195 Views
Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
232 Views