Angela Merkel: Besieged and Cornered
Besieged by opponents on both sides of the Atlantic, and now within her own CDU/CSU/SPD alliance, Angela Merkel looks unlikely to be able to obtain...
164 Views
Trump's Upside-Down Trade Policy Wrecks Alliances & Makes US "Adversaries" Smile, but He Has a Point
Trump's idea that "trade wars are easy to win" is true only in one narrow sense: the US, having the economy with the largest trade deficit, has...
224 Views
Germany Finally Abandons Fiscal Austerity: Good for Growth, Bad for Bonds
The six-month period of post-election uncertainty in Germany is close to ending, after the conservative CDU/CSU bloc secured a coalition deal this...
261 Views
Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
371 Views
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...
360 Views