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:Â 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...
345 Views
The Role of Investigative Journalism in Malaysia’s Surprise Elections
Interference in local politics by foreign source is often shunned upon. In most cases this is as it should be. But in the recent case of Malaysia's...
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