Geopolitical Comment: What US Election Results Mean for Emerging Markets
The Democrats’ success in the elections for the Lower House may have implications for a number of emerging market economies. We view it as...
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This Week in Macro: US Midterms, FOMC/RBNZ/RBA -Â Short EUR-GBP, AUD-NZD, Long SPX If Dems Disappoint
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We focus on relative value FX trades this...
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Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
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This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We open four new trades - (1) Tactical...
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