Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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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...
279 Views
Indonesia: The Giant Finally Awakens from Its Slumber
Anaemic consumption continues to weigh on the archipelagic economy in 2017 though there is reason to believe there is a modest turnaround on the...
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Indonesia: Is the Rupiah at Risk?
In recent weeks, there are renewed concerns regarding the Rupiah as it weakened substantially, compared to the picture of stability in 1H17. Given...
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