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: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Malaysia: Buoyant Economy Not Enough to Temper Worries of Fiscal Slippage
The economy remains in a sweet spot, with growth moderating but still strong and price pressures remarkably benign. Domestic demand, along with a...
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Malaysia Macro: The Price of Change (And Hope)
As Malaysia enters a new era, we take stock of macro fundamentals - as well as challenges and opportunities - that face the incoming Pakatan...
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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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