Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
247 Views
Broader USD Strength in Asia
Our domino USD bull call that started with the TRY and rolled into BRL then the ZAR and now RUB is unfolding as expected. More importantly, we have...
188 Views
Asian FX Pressures Mount Above DXY 92 - Euro Big Breakdown
We have been warning of a USD domino breakout cycle that started with the TRY breakout and then BRL triangle breakout that would bleed into Asian...
232 Views
EM FX Leading a Broader USD Cycle Low in Asia
We have made a case that EM FX is kicking off a cycle that will lead a USD key low in Asia stemming largely from the leading cycle in the TRY...
229 Views